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MBSMBS
7 quarters

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

NewEdge Wealth, LLC holds 2.2M shares of MBS (ANGEL OAK MORTGAGE-BACKED SECURITIES ETF), worth $18.8M as of 2026-Q2. The position was decreased (-15.9% shares). MBS represents 0.2% of NewEdge Wealth, LLC's portfolio.

Current Value

$18.8M

Current Shares

2.2M

Total Value Change

+$1.2M

Total Shares Change

+120,771

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-15.9%
$18.8M0.2%$8.59
0
2026-Q1
Increased
2.6M
+7.9%
$22.5M0.3%$8.50
37
2025-Q4
Increased
2.4M
+1.5%
$21M0.2%$8.47
34
2025-Q3
Increased
2.4M
+5.4%
$20.7M0.3%$8.34
36
2025-Q2
Increased
2.2M
+5.3%
$19.4M0.3%$8.13
36
2025-Q1
Increased
2.1M
+3.6%
$18.5M0.3%$8.07
35
2024-Q4
New
2.1M
-
$17.6M0.3%$7.84
47

Other major holders of MBS: OSAIC HOLDINGS, INC., LPL Financial LLC

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