UBS Group
PMBS

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

UBS Group’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
Q1 		$3.42K Hold
69
– – ﹤0.01% 9088
2025
Q4 		$3.43K Hold
69
– – ﹤0.01% 9025
2025
Q3 		$3.43K Hold
69
– – ﹤0.01% 9049
2025
Q2 		$3.38K Hold
69
– – ﹤0.01% 9360
2025
Q1 		$3.39K Sell
69
-1,983
-97% -$95.9K ﹤0.01% 9220
2024
Q4 		$98.2K Buy
2,052
+641
+45% +$31.2K ﹤0.01% 6888
2024
Q3 		$70.4K Buy
+1,411
New +$70.5K ﹤0.01% 6593

Other funds holding PMBS

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OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return