CFA
MBSX

Camarda Financial Advisors’s Regan Fixed Rate MBS ETF MBSX Stock Holding History

Camarda Financial Advisors’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 		$1.88M Buy
66,876
+2,372
+4% +$63.6K 0.99% 45
2025
Q4 		$1.7M Sell
64,504
-2,396
-4% -$64K 0.65% 51
2025
Q3 		$1.84M Sell
66,900
-666
-1% -$17.4K 0.68% 51
2025
Q2 		$1.73M Buy
+67,566
New +$1.71M 0.68% 48

Other funds holding MBSX

CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camarda Financial Advisors's MBSX Position: Q1 2026 in Review

Camarda Financial Advisors increased its Regan Fixed Rate MBS ETF (MBSX) stake by 3.7% in Q1 2026, buying an estimated $63.6K and bringing the position to 66,876 shares worth $1.88M. The position accounts for 0.99% of the portfolio, ranked #45.

Camarda Financial Advisors first reported a position in MBSX in Q2 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold MBSX as of Q1 2026.

  • Camarda Financial Advisors held 66,876 shares of Regan Fixed Rate MBS ETF worth $1.88M as of Q1 2026.
  • Camarda Financial Advisors bought 2,372 Regan Fixed Rate MBS ETF shares in Q1 2026, an estimated $63.6K.
  • Regan Fixed Rate MBS ETF made up 0.99% of Camarda Financial Advisors's portfolio in Q1 2026, its #45 holding.
  • Camarda Financial Advisors first reported a position in Regan Fixed Rate MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Regan Fixed Rate MBS ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.