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MBSX · Regan Fixed Rate MBS ETF ETF

Advisor Managed Portfolios

SEC fund profile
$26.79 -2.80% At close · Sep 4
Net assets $17,301,022
Holdings88
1 month
+1.37%
Year to date
+2.86%
52-week range
$23.45–$35.00
30-session avg volume
3,372

Market performance

Adjusted close · up to five years

Since May 2025

Fund profile

Structure
Open-end / ETF
SEC series
S000091134
Report date
Jun 30, 2026
Holdings coverage
Full reported portfolio

Portfolio concentration

Top 10 holdings32.19%

Calculated only when the SEC filing is stored with complete portfolio coverage.

Asset allocation

ABS-MBS91.92%
DBT5.68%
STIV0.71%
DIR-0.14%

Country allocation

US98.17%

Portfolio holdings

Latest linked SEC Form NPORT-P report.

Export CSV
HoldingValueWeight
TSY INFL IX N/B$983,2645.68%
Government National Mortgage A$637,0543.68%
Freddie Mac$599,1443.46%
Government National Mortgage A$500,1272.89%
Government National Mortgage A$497,3792.87%
Fannie Mae$493,7822.85%
Fannie Mae$474,2672.74%
Freddie Mac$473,7102.74%
Fannie Mae$458,6762.65%
Fannie Mae$451,2392.61%
Freddie Mac$434,9712.51%
FannieMae Whole Loan$353,7952.04%
Government National Mortgage A$342,2321.98%
Government National Mortgage A$338,3711.96%
Fannie Mae$323,4841.87%
Fannie Mae$311,1461.80%
Freddie Mac$304,1981.76%
FHLMC Structured Pass Through$301,7971.74%
Government National Mortgage A$278,6791.61%
Fannie Mae$276,8951.60%
Fannie Mae$269,8581.56%
Fannie Mae$237,2471.37%
Government National Mortgage A$229,5321.33%
FannieMae Whole Loan$228,7601.32%
Government National Mortgage A$225,6541.30%
Freddie Mac$224,3981.30%
Government National Mortgage A$217,9611.26%
Fannie Mae$208,5281.21%
Freddie Mac$197,8231.14%
Fannie Mae$197,5221.14%
Fannie Mae$197,0231.14%
Government National Mortgage A$197,0221.14%
Government National Mortgage A$189,9751.10%
Fannie Mae$187,7391.09%
Freddie Mac$180,9441.05%
Fannie Mae$178,5691.03%
Government National Mortgage A$171,2640.99%
Fannie Mae$170,1730.98%
Freddie Mac$168,9180.98%
Freddie Mac$154,9490.90%
Freddie Mac$149,1640.86%
Freddie Mac$144,1630.83%
Fannie Mae$133,0880.77%
Government National Mortgage A$131,9770.76%
Freddie Mac$128,8400.74%
Fannie Mae$128,3330.74%
Government National Mortgage A$127,6740.74%
Government National Mortgage A$125,8250.73%
Freddie Mac$123,1810.71%
First American Treasury Obliga$122,1140.71%