UNIFORM MBS FNCI 2.0 UMBS TBA 05-01-41

UNIFORM MBS FNCI 2.0 UMBS TBA 05-01-41 is a security (CUSIP 01F020455) tracked across SEC portfolio filings. 9 registered fund positions totaling $108.7M via N-PORT as of 2026-04-30.

Summary

Top fund holders (N-PORT)

FundRegistrantValue% of fund
American Balanced FundAmerican Balanced Fund$52.6M2.00%
Franklin Total Return FundFranklin Investors Securities Trust$17.4M61.02%
Bond Fund of AmericaBond Fund of America$17.1M1.72%
iShares Mortgage-Backed Securities Active ETFBlackRock ETF Trust II$5.7M456.67%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$5.1M0.86%
George Putnam Balanced FundGeorge Putnam Balanced Fund$4.7M19.97%
Federated Hermes Government Income FundFederated Hermes Government Income Trust$3.3M226.14%
Putnam Income FundPutnam Income Fund$1.8M18.47%
Domini Impact Bond FundDomini Investment Trust$1.0M39.23%

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