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MBSMBS
7 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ANGEL OAK MORTGAGE-BACKED SECURITIES ETF

LPL Financial LLC holds 172,028 shares of MBS (ANGEL OAK MORTGAGE-BACKED SECURITIES ETF), worth $1.5M as of 2026-Q2. The position was decreased (-18.7% shares). MBS represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.5M

Current Shares

172,028

Total Value Change

-$6.3M

Total Shares Change

-738,314

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
172,028
-18.7%
$1.5M0.0%$8.59
0
2026-Q1
Increased
211,619
+59.9%
$1.8M0.0%$8.50
37
2025-Q4
Increased
132,385
+54.6%
$1.2M0.0%$8.47
36
2025-Q3
Decreased
85,651
-92.4%
$747,3040.0%$8.34
0
2025-Q2
Increased
1.1M
+5.5%
$9.7M0.0%$8.13
29
2025-Q1
Increased
1.1M
+17.4%
$9.3M0.0%$8.07
32
2024-Q4
New
910,342
-
$7.8M0.0%$7.84
38

Other major holders of MBS: OSAIC HOLDINGS, INC., NewEdge Wealth, LLC

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