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PMBSPMBS
7 quarters

Position history for WAWealthspire Advisors, LLC's holdings in PIMCO ETF TR

Wealthspire Advisors, LLC holds 21,881 shares of PMBS (PIMCO ETF TR), worth $1.1M as of 2026-Q2. The position was decreased (-19.4% shares). PMBS represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$1.1M

Current Shares

21,881

Total Value Change

-$5.3M

Total Shares Change

-110,831

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,881
-19.4%
$1.1M0.0%$49.20
0
2026-Q1
Decreased
27,151
-58.2%
$1.3M0.0%$48.84
0
2025-Q4
Decreased
64,993
-50.3%
$3.2M0.0%$48.55
0
2025-Q3
Decreased
130,885
-5.0%
$6.5M0.0%$47.70
0
2025-Q2
Decreased
137,751
-3.4%
$6.8M0.0%$46.51
0
2025-Q1
Increased
142,589
+7.4%
$7M0.0%$45.99
29
2024-Q4
New
132,712
-
$6.4M0.1%$44.57
38

Other major holders of PMBS: Allianz Asset Management GmbH

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