Tidemark’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Tidemark’s Portfolio PMBS Stock Details PMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.91M	Buy	+149,291	New	+$7.21M	1.5%	19

Other funds holding PMBS

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Tidemark's PMBS Position: Q3 2026 in Review

Tidemark opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q3 2026: 149,291 shares worth $6.91M. The stake represents 1.5% of the portfolio and ranks #19 among its holdings.

53 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

Tidemark held 149,291 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $6.91M as of Q3 2026.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new Tidemark position in Q3 2026.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 1.5% of Tidemark's portfolio in Q3 2026, its #19 holding.
53 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.