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Fund holdings profileCurrent N-PORT coverage

Fixed Income SHares: Series M

As of May 29, 2026Source: SEC Form N-PORT, CIK 1098605
Latest answer
As of the reporting period ending December 31, 2026, Fixed Income SHares: Series M reported 752 structured-finance (asset-backed) positions totaling $1.6B, 57.9% of its $2.8B SEC Form N-PORT portfolio.
Machine-readable data:Facts JSONAPI docs

Fixed Income SHares: Series M: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending December 31, 2026, Fixed Income SHares: Series M reported 752 structured-finance (asset-backed) positions totaling $1.6B, 57.9% of its $2.8B SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 1098605)Reporting period ending December 31, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does Fixed Income SHares: Series M hold?

Fixed Income SHares: Series M reported 752 structured-finance (asset-backed) positions totaling $1.6B, 57.9% of its $2.8B portfolio, as of the reporting period ending December 31, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 673 positions ($1.3B, 46.4%); collateralized bond/debt obligations (ABS-CBDO): 53 positions ($250.2M, 8.9%); other asset-backed securities (ABS-O): 26 positions ($73.4M, 2.6%).

What is Fixed Income SHares: Series M's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

Fixed Income SHares: Series M's structured-finance (ABS/MBS) exposure is $1.6B across 752 positions, or 57.9% of the $2.8B portfolio, as of the reporting period ending December 31, 2026.

As of when is Fixed Income SHares: Series M's structured-finance holdings data reported?

This reflects Fixed Income SHares: Series M's most recent SEC Form N-PORT filing, filed May 29, 2026, covering the reporting period ending December 31, 2026. Figures are point-in-time holdings as reported to the SEC.

Where can I get Fixed Income SHares: Series M's structured-finance holdings data?

Fixed Income SHares: Series M's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 1098605) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track Fixed Income SHares: Series M's latest news, products, partnerships, or leadership changes?

No. DealCharts covers Fixed Income SHares: Series M's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameFixed Income SHares: Series M
Fund LEI
5493007LPIGTL4MBQE69
CIK1098605
Fund ID
S000004803

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$2,816,310,478
Total Positions
975
Asset Categories
11
Average Position Size
$2,888,524

Asset Distribution

Debt
35.4%
Equity Common
0.0%
Derivative-FX
0.0%
Equity Preferred
0.6%
Loan
0.2%
Short-Term Investments
5.6%
ABS Collateralized Bond/Debt Obligations
8.9%
ABS Other
2.6%
ABS/MBS
46.4%
Derivative-Rate
0.2%
Derivative-Credit
0.0%
Filing Date
May 29, 2026
Report Date
December 31, 2026

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 975 total holdings, or open the complete machine-readable file.
Open complete JSON →

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects Fixed Income SHares: Series M's most recent SEC Form N-PORT filing, dated May 29, 2026, covering the reporting period ending December 31, 2026.

Fixed Income SHares: Series M reported 975 portfolio positions with a total reported market value of $2.8B as of the reporting period ending December 31, 2026, an average of $2.9M per position.

By reported market value, the portfolio was predominantly securitized-credit-oriented (57.9% of holdings).

The largest reported asset categories were mortgage-backed securities (ABS-MBS) (46.4%), debt (35.4%), and collateralized bond/debt obligations (ABS-CBDO) (8.9%).

The single largest asset category, mortgage-backed securities (ABS-MBS), accounted for 46.4% of reported market value across 673 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
May 29, 2026
Report period
December 31, 2026
SEC CIK
1098605
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "Fixed Income SHares: Series M",
  "fund_lei": "5493007LPIGTL4MBQE69",
  "total_holdings": 975,
  "total_value": 2816310477.99,
  "asset_types": [
    "Debt",
    "Equity Common",
    "Derivative-FX",
    "Equity Preferred",
    "Loan",
    "Short-Term Investments",
    "ABS Collateralized Bond/Debt Obligations",
    "ABS Other",
    "ABS/MBS",
    "Derivative-Rate",
    "Derivative-Credit"
  ],
  "filing_date": "2026-05-29"
}
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