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MBSMBS
8 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ANGEL OAK MORTGAGE-BACKED SECURITIES ETF

NewEdge Advisors, LLC holds 583,348 shares of MBS (ANGEL OAK MORTGAGE-BACKED SECURITIES ETF), worth $5M as of 2026-Q2. The position was decreased (-24.9% shares). MBS represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$5M

Current Shares

583,348

Total Value Change

+$4.9M

Total Shares Change

+563,248

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
583,348
-24.9%
$5M0.0%$8.59
0
2026-Q1
Increased
776,865
+1.0%
$6.7M0.0%$8.50
27
2025-Q4
Increased
769,279
+0.5%
$6.7M0.0%$8.47
27
2025-Q3
Increased
765,157
+2.3%
$6.7M0.0%$8.34
28
2025-Q2
Increased
748,010
+7.6%
$6.5M0.0%$8.13
29
2025-Q1
Increased
695,444
+9.1%
$6M0.0%$8.07
30
2024-Q4
Increased
637,624
+3072.3%
$5.4M0.0%$7.84
44
2024-Q3
New
20,100
-
$178,8900.0%$8.07
31

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

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