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Harbour Investments’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Harbour Investments’s Portfolio MBS Stock Details MBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,500
Closed -$31.1K – 3591
2024
Q3 		$31.1K Buy
3,500
+1,309
+60% +$11.4K ﹤0.01% 1876
2024
Q2 		$18.6K Buy
+2,191
New +$18.4K ﹤0.01% 1991

Other funds holding MBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Harbour Investments's MBS Position: Q4 2024 in Review

Harbour Investments sold out of Angel Oak Mortgage-Backed Securities ETF (MBS) in Q4 2024, closing a stake of 3,500 shares — an estimated $31.1K sold.

Harbour Investments first reported a position in MBS in Q2 2024 and held it in 2 quarters. The position peaked at $31.1K in Q3 2024. 20 funds tracked by Wall St. Rank hold MBS as of Q4 2024.

  • Harbour Investments reported no remaining Angel Oak Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 3,500 Angel Oak Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $31.1K.
  • Harbour Investments first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q2 2024 and held it in 2 quarters.
  • Harbour Investments's Angel Oak Mortgage-Backed Securities ETF position peaked at $31.1K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.