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Pimco Etf Tr shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Pimco Etf Tr (PMBS) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $223M 4.5M 49.66
2025-06-30 $216M 4.4M 49.05
2025-03-31 $212M 4.3M 49.08
2024-12-31 $137M 2.9M 47.86

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel Wealth Management

Top funds holding Pimco Etf Tr

Allianz Asset Management
Orgel Wealth Management
Wealth Enhancement Advisory Services
Advocacy Wealth Management Services
CWM
LPL Financial
Integrated Wealth Concepts
Resources Investment Advisors
Raymond James Financial
Cresta Advisors
SkyView Investment Advisors
Sontag Advisory
Hollencrest Securities
Change Path
Cambridge Investment Research Advisors

View all funds holding Pimco Etf Tr