Tranquilli Financial Advisor’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Tranquilli Financial Advisor’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 Q2	$736K	Buy	14,900 +1,461	+11%	+$72.2K	0.4%	61
2026 Q1	$667K	Buy	+13,439	New	+$672K	0.39%	62

Other funds holding PMBS

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Tranquilli Financial Advisor's PMBS Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 11% in Q2 2026, buying an estimated $72.2K and bringing the position to 14,900 shares worth $736K. The position accounts for 0.4% of the portfolio, ranked #61.

Tranquilli Financial Advisor first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Tranquilli Financial Advisor held 14,900 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $736K as of Q2 2026.
Tranquilli Financial Advisor bought 1,461 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $72.2K.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.4% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #61 holding.
Tranquilli Financial Advisor first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.