WCFA
PMBS

Walkner Condon Financial Advisors’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Walkner Condon Financial Advisors’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 		$421K Buy
+8,520
New +$421K 0.05% 213

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AWE
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OIA
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MFS
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Focus Partners Wealth
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Walkner Condon Financial Advisors's PMBS Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026: 8,520 shares worth $421K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Walkner Condon Financial Advisors held 8,520 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $421K as of Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new Walkner Condon Financial Advisors position in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.