MBS β€” ANGEL OAK MORTGAGE-BACKED SECURITIES ETF

Ownership history in J. Team Financial, Inc.  Β·  1 quarter on record

AI Ownership Summary

J. Team Financial, Inc. reported ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.55% in 2026 Q1. The latest visible filing shows MBS at 1.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Team Financial, Inc.'s position in ANGEL OAK MORTGAGE-BACKED SECURITIES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MBS was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Team Financial, Inc. held MBS β€” position size vs. price
% of Fund (quarterly)    MBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 160,017 β€” β€” 1.55% $1.4M 2026-04-22 $8.73

🏒 Other funds also holding MBS

As of 2026 Q1 β€” sorted by position size

Secure Asset Management, LLC 3Y 0.05% RFG Advisory, LLC 3Y 7Y 0.02%

FAQ About J. Team Financial, Inc. and MBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Team Financial, Inc. reported owning MBS?

J. Team Financial, Inc. reported MBS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported MBS position in J. Team Financial, Inc.'s portfolio?

The largest reported portfolio weight for MBS was 1.55% in 2026 Q1.

What is the latest reported MBS position on this page?

The most recent filing on this page is 2026 Q1, when J. Team Financial, Inc. reported 160,017 shares, equal to 1.55% of portfolio, with an estimated market value of $1.4M.

What does the chart on this MBS ownership page compare?

The chart compares J. Team Financial, Inc.'s quarterly MBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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