Auour Investments’s Regan Fixed Rate MBS ETF MBSX Stock Holding History

Auour Investments’s Portfolio MBSX Stock Details MBSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Sell	108,782 -12,109	-10%	-$324K	0.85%	29
2026 Q1	$3.41M	Buy	120,891 +6,198	+5%	+$166K	1.07%	24
2025 Q4	$3.03M	Buy	114,693 +12,397	+12%	+$331K	0.96%	26
2025 Q3	$2.82M	Buy	+102,296	New	+$2.68M	0.92%	25

Other funds holding MBSX

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Auour Investments's MBSX Position: Q2 2026 in Review

Auour Investments reduced its Regan Fixed Rate MBS ETF (MBSX) stake by 10% in Q2 2026, selling an estimated $324K and leaving 108,782 shares worth $2.97M. The position accounts for 0.85% of the portfolio, ranked #29.

Auour Investments first reported a position in MBSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.41M in Q1 2026. 3 funds tracked by Wall St. Rank hold MBSX as of Q2 2026.

Auour Investments held 108,782 shares of Regan Fixed Rate MBS ETF worth $2.97M as of Q2 2026.
Auour Investments sold 12,109 Regan Fixed Rate MBS ETF shares in Q2 2026, an estimated $324K.
Regan Fixed Rate MBS ETF made up 0.85% of Auour Investments's portfolio in Q2 2026, its #29 holding.
Auour Investments first reported a position in Regan Fixed Rate MBS ETF in Q3 2025 and has held it in 4 quarters since.
Auour Investments's Regan Fixed Rate MBS ETF position peaked at $3.41M in Q1 2026.
3 funds tracked by Wall St. Rank held Regan Fixed Rate MBS ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.