UBS Group
MBSX

UBS Group’s Regan Fixed Rate MBS ETF MBSX Stock Holding History

UBS Group’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 		– Sell
-156
Closed -$4.12K – 11585
2025
Q4 		$4.12K Buy
+156
New +$4.17K ﹤0.01% 8885
2025
Q3 		– Sell
-15
Closed -$384 – 11322
2025
Q2 		$384 Buy
+15
New +$381 ﹤0.01% 9842

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 $331M AUM 81.85% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's MBSX Position: Q1 2026 in Review

UBS Group sold out of Regan Fixed Rate MBS ETF (MBSX) in Q1 2026, closing a stake of 156 shares — an estimated $4.12K sold.

UBS Group first reported a position in MBSX in Q2 2025 and held it in 2 quarters. The position peaked at $4.12K in Q4 2025. 8 funds tracked by Wall St. Rank hold MBSX as of Q1 2026.

  • UBS Group reported no remaining Regan Fixed Rate MBS ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 156 Regan Fixed Rate MBS ETF shares in Q1 2026, an estimated $4.12K.
  • UBS Group first reported a position in Regan Fixed Rate MBS ETF in Q2 2025 and held it in 2 quarters.
  • UBS Group's Regan Fixed Rate MBS ETF position peaked at $4.12K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Regan Fixed Rate MBS ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.