MBS: Mortgages Are Attractive After The Sell-Off

Binary Tree Analytics5.63K FollowersFollow5ShareSavePlay(7min)CommentsSummaryThe Angel Oak Mortgage-Backed Securities ETF is indeed a standout for its "pure-play" focus on residential mortgage credit and its prime ticker symbol.As of early April 2026, the fund is navigating a volatile environment where geopolitical tensions (specifically the Iran conflict) have pushed Treasury yields up by 20–30 bps.With an effective duration of 5.7 years, MBS is more sensitive to rate hikes than short-term Treasury funds (like IEI), but it captures the "excess spread" from mortgages. matdesign24/iStock via Getty Images Thesis Angel Oak Capital Advisors somehow nabbed the MBS ticker on the Nasdaq exchange and have assigned it to their Angel Oak Mortgage-Backed Securities ETF (MBS). The ticker is very appropriate because it isThis article was written byBinary Tree Analytics5.63K FollowersFollowWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We have been investing for over 20 years after obtaining a Finance major at a top university.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CARY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.