UNIFORM MBS FNCL 2.0 UMBS TBA 05-01-56

UNIFORM MBS FNCL 2.0 UMBS TBA 05-01-56 is a security (CUSIP 01F020653) tracked across SEC portfolio filings. 21 registered fund positions totaling $1.6B via N-PORT as of 2026-04-30.

Summary

Top fund holders (N-PORT)

Showing 15 of 21 fund positions by value.

FundRegistrantValue% of fund
Bond Fund of AmericaBond Fund of America$622.5M62.55%
American Balanced FundAmerican Balanced Fund$574.2M21.76%
American Funds Strategic Bond FundAmerican Funds Strategic Bond Fund$140.3M65.97%
Putnam Income FundPutnam Income Fund$51.3M516.46%
Income Fund of AmericaIncome Fund of America$46.6M3.18%
Capital Income BuilderCapital Income Builder$46.1M3.64%
TCW Securitized Bond FundTCW FUNDS INC$43.4M264.55%
Capital World Bond FundCapital World Bond Fund$33.7M34.37%
George Putnam Balanced FundGeorge Putnam Balanced Fund$18.8M80.12%
American Funds Global Balanced FundAmerican Funds Global Balanced Fund$18.5M5.70%
T. Rowe Price QM U.S. Bond Index FundT. ROWE PRICE QM U.S. BOND INDEX FUND, INC.$11.1M46.62%
Putnam Global Income TrustPutnam Global Income Trust$4.0M185.78%
AZL Fidelity Institutional Asset Management Multi-Strategy FundAllianz Variable Insurance Products Trust$2.8M21.98%
TCW STRATEGIC INCOME FUND INCTCW STRATEGIC INCOME FUND INC$1.4M46.62%
MFS Core Bond FundMFS SERIES TRUST XII$200K59.17%

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