WANY
PMBS

Wealthspire Advisors (New York)’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PMBS Stock Details PMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.76M Sell
137,751
-4,838
-3% -$237K 0.04% 139
2025
Q1 		$7M Buy
142,589
+9,877
+7% +$485K 0.04% 140
2024
Q4 		$6.35M Buy
+132,712
New +$6.35M 0.06% 130