UNIFORM MBS FNCL 5.5 UMBS TBA 07-01-56

UNIFORM MBS FNCL 5.5 UMBS TBA 07-01-56 is a security (CUSIP 01F052672) tracked across SEC portfolio filings. 13 registered fund positions totaling $103.7M via N-PORT as of 2026-05-31.

Summary

Top fund holders (N-PORT)

FundRegistrantValue% of fund
American Funds Mortgage FundAmerican Funds Mortgage Fund$173.0M132.30%
Allspring Core Plus Bond FundALLSPRING FUNDS TRUST$53.6M48.92%
Lord Abbett Total Return FundLORD ABBETT INVESTMENT TRUST$30.9M85.75%
U.S. Government Securities FundAMERICAN FUNDS INCOME SERIES$20.0M8.25%
Intermediate Bond Fund of AmericaIntermediate Bond Fund of America$19.8M6.94%
First Trust Structured Credit Income Opportunities ETFFirst Trust Exchange-Traded Fund IV$4.2M116.47%
Core Fixed Income FundMORGAN STANLEY PATHWAY FUNDS$3.9M21.56%
American Funds Core Plus Bond FundAmerican Funds Core Plus Bond Fund$1.5M238.06%
Allspring Core Plus ETFALLSPRING EXCHANGE-TRADED FUNDS TRUST$1.5M35.34%
Victory Pioneer Active Credit FundVictory Portfolios IV$1.1M184.38%
Pioneer Active Credit FundPioneer Series Trust X$297K94.90%
Short-Term Bond Fund of AmericaShort-Term Bond Fund of America$123K0.10%
Master Total Return PortfolioMaster Bond LLC$-206.3M-109.36%

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