BlackDiamond Wealth Management’s Regan Fixed Rate MBS ETF MBSX Stock Holding History

BlackDiamond Wealth Management’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 Q1	$892K	Buy	31,659 +981	+3%	+$26.3K	0.43%	56
2025 Q4	$804K	Buy	+30,678	New	+$820K	0.39%	58

Other funds holding MBSX

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

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackDiamond Wealth Management's MBSX Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its Regan Fixed Rate MBS ETF (MBSX) stake by 3.2% in Q1 2026, buying an estimated $26.3K and bringing the position to 31,659 shares worth $892K. The position accounts for 0.43% of the portfolio, ranked #56.

BlackDiamond Wealth Management first reported a position in MBSX in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold MBSX as of Q1 2026.

BlackDiamond Wealth Management held 31,659 shares of Regan Fixed Rate MBS ETF worth $892K as of Q1 2026.
BlackDiamond Wealth Management bought 981 Regan Fixed Rate MBS ETF shares in Q1 2026, an estimated $26.3K.
Regan Fixed Rate MBS ETF made up 0.43% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #56 holding.
BlackDiamond Wealth Management first reported a position in Regan Fixed Rate MBS ETF in Q4 2025 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Regan Fixed Rate MBS ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.