BlackDiamond Wealth Management, LLC
Position in MBSX — Regan Fixed Rate MBS ETF
CIK 1903059
NEW YORK, NY
Position in MBSX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$891,834
+$81,935 QoQ
Shares Held
31,659
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBSX Over Time
Shares Held
Position Value (USD)
All Filings in MBSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $891,834 | 31,659 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $809,899 | 30,678 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||