PMBS ETF

PMBS ETF
$48.56
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Fund Essentials - as of Jun 30, 2026

Net Assets
$1.4B
Expense Ratio
0.71%
Dividend Yield (Current)
4.99%
Holdings
1,126
Inception Date
Sep 20, 2024
Fund Family
PIMCO (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.01%
1 Year+4.55%
3 Year+4.85%
5 Year+0.50%
10 Year+1.97%

Asset Allocation

Bonds: 161.66%
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Top Holdings

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TickerNameWeight
FNCL 6 9/11Umbs 30Yr Tba(Reg A) 6.00% 09/15/20557.75%
FNCL 3 8/11Fannie Mae Or Freddie Mac6.93%
FNCL 5 8/11Fannie Mae Or Freddie Mac 2050-08-156.11%
FNCL 2 8/13Umbs Tba 30Yr 2% Aug 203.96%
G2SF 5 8/11Glaukos Corp Sr Nt Conv 2027-06-153.73%
Top 10 Concentration: 45.70%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.99%
Frequency
Monthly
Latest Distribution
$0.18
Aug 3, 2026
12M Distributions
12 payments
Total: $2.41

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

PMBS ETF Overview

PMBS ETF (PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund) is managed by PIMCO (US) with $1.39B in net assets. PMBS expense ratio is 0.71%, holding 1126 positions across sectors including Financials. Inception date: 2024-09-20.

PMBS performance shows a YTD return of -0.01%. The 1-year return is 4.55% and the 5-year return is 0.50%. PMBS dividend yield stands at 4.99%, paid monthly.

PMBS top holdings include Umbs 30Yr Tba(Reg A) 6.00% 09/15/2055 (7.8%), Fannie Mae Or Freddie Mac (6.9%), Fannie Mae Or Freddie Mac 2050-08-15 (6.1%), Umbs Tba 30Yr 2% Aug 20 (4.0%), Glaukos Corp Sr Nt Conv 2027-06-15 (3.7%). Go to all PMBS holdings, PMBS sectors, or PMBS dividends.

PMBS can be compared against other funds. Use PMBS overlap to find shared positions, or PMBS vs another fund for a side-by-side view. PMBS alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.46%
YTD
-0.01%
1 Year
+4.55%
3 Year
+4.85%

Top 10 Holdings (net long exposure of 92% (≈2x))

#TickerNameSectorWeight
1FNCL 6 9/11Umbs 30Yr Tba(Reg A) 6.00% 09/15/2055Financials7.75%
2FNCL 3 8/11Fannie Mae Or Freddie MacFinancials6.93%
3FNCL 5 8/11Fannie Mae Or Freddie Mac 2050-08-15Financials6.11%
4FNCL 2 8/13Umbs Tba 30Yr 2% Aug 20Financials3.96%
5G2SF 5 8/11Glaukos Corp Sr Nt Conv 2027-06-15Financials3.73%
6-G2Sf 3.5 Mb0742 11-20-55 3.5 2055-11-20Other3.66%
7FNCL 4.5 8/11Umbs, 30 Year, Single Family 4.5 2050-08-01Financials3.63%
8-Fed Hm Ln Pc Pool Sl4307 Fr 03/56 Fixed 5 5% 03/01/2056 5 2056-03-01Other3.50%
9G2SF 5.5 8/11Gnma 5.5 2052-08-18Financials3.25%
10FNCL 6 8/11Umbs, 30 Year, Single Family 6 2054-08-15Financials3.18%