WIP
PMBS

WealthCare Investment Partners’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

WealthCare Investment Partners’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 		$519K Buy
10,515
+2,670
+34% +$132K 0.13% 123
2026
Q1 		$389K Buy
+7,845
New +$392K 0.11% 135

Other funds holding PMBS

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OWM
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AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

WealthCare Investment Partners's PMBS Position: Q2 2026 in Review

WealthCare Investment Partners increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 34% in Q2 2026, buying an estimated $132K and bringing the position to 10,515 shares worth $519K. The position accounts for 0.13% of the portfolio, ranked #123.

WealthCare Investment Partners 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.

  • WealthCare Investment Partners held 10,515 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $519K as of Q2 2026.
  • WealthCare Investment Partners bought 2,670 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $132K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.13% of WealthCare Investment Partners's portfolio in Q2 2026, its #123 holding.
  • WealthCare Investment Partners 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 WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.