Raymond James Financial
MBSX

Raymond James Financial’s Regan Fixed Rate MBS ETF MBSX Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-128
Closed -$3.28K – 7027
2025
Q2 		$3.28K Buy
+128
New +$3.25K ﹤0.01% 6290

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
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial's MBSX Position: Q3 2025 in Review

Raymond James Financial sold out of Regan Fixed Rate MBS ETF (MBSX) in Q3 2025, closing a stake of 128 shares — an estimated $3.28K sold.

Raymond James Financial first reported a position in MBSX in Q2 2025 and held it in 1 quarter. The position peaked at $3.28K in Q2 2025. 5 funds tracked by Wall St. Rank hold MBSX as of Q3 2025.

  • Raymond James Financial reported no remaining Regan Fixed Rate MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 128 Regan Fixed Rate MBS ETF shares in Q3 2025, an estimated $3.28K.
  • Raymond James Financial first reported a position in Regan Fixed Rate MBS ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Regan Fixed Rate MBS ETF position peaked at $3.28K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Regan Fixed Rate MBS ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.