BATS: Securitized Total Return Series

BlackRock Allocation Target Shares

Actively managed U.S. bond fund
$5.35B NAV
2,131 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

BATS: Securitized Total Return Series is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Mixed credit
Rate sensitivity
Short duration

Fund profile

As filed in the prospectus · 2025 Q4

The investment objective of the BATS: Securitized Total Return Series (formerly known as BATS: Series A Portfolio) (the Fund) is to seek a high level of current income consistent with capital preservation.

Strategy · summarised

The fund invests at least 80% of assets in securitized assets including mortgage-backed securities, asset-backed securities, collateralized debt and loan obligations, and commercial mortgage loans, with at least 25% in mortgage-related securities. The management team evaluates individual securities and sectors within the securitized asset market and may use derivatives, repurchase agreements, and leveraged techniques to enhance returns. The fund may hold both investment-grade and non-investment-grade securities of any maturity and engages in active trading. Because security selection depends on the management team's evaluation, fund performance will diverge from any benchmark.

Expenses
0.02%one share class
Share classGrossNet
C0001469550.04%0.02%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 50.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

101.74%
of net assets
Securitized95.76%
Cash & short-term5.23%
Loans0.42%
Bonds0.33%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 272 new164 exited

Largest new: BARCLAYS MORTGAGE LOAN TRUST 2026-NQM4, Perimeter Master Note Business, BX TRUST 2026-PNDA, FEDERAL NATIONAL MORTGAGE ASSOCIATION, QTS ISSUER ABS II, LLC, MANHATTAN WEST 2026-2MW MTG TR, MADISON PARK FUNDING XXXIII LTD, UPGRADE MASTER PASS-THRU TRUST SERIES 2026-ST2

Largest exited: Federal National Mortgage Association, GOLUB CAPITAL PARTNERS CLO 44(M)-R, CIM TRUST 2025-NR1, JW COMMERCIAL MORTGAGE TRUST 2024-MRCO, KENNEDY LEWIS CLO 7 LTD, MADISON PARK EURO FUNDING XVII DAC, CIFC Funding 2022-II Ltd. / CIFC Funding 2022-II LLC, GOLDEN TREE LN MGMT US 2021-11

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+6.50%
3-year
+24.39%
5-year
+23.61%
Volatility
1.10%
Worst 3-yr fall
-0.26%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
5.05%
Avg maturity
20.36 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

76%
floating
Floating rate75.9%
Fixed rate22.4%
Zero-coupon or unclassified1.7%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1yUnknown
<1y0.2%
1-3y0.5%
3-5y2.2%
5-10y12.8%
10y+84.4%
Unknown0.0%
Flagged holdings
Defaulted: 0.00% · $0.00M · 2 positions
In arrears: none reported
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
1.54 yr
approx. move per 100bp
Credit-spread duration
2.78 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -4.5%
of value
Credit spreads64%
Interest rates36%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+2.78
yrs total
Investment grade+1.85 yr
High yield+0.94 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate1.54 yr total
3 mo30 yr
3 mo0.05 yr3%
1 yr0.29 yr19%
5 yr0.92 yr60%
10 yr0.24 yr16%
30 yr0.04 yr2%
Credit spread2.78 yr total
3 mo30 yr
3 mo1.04 yr37%
1 yr0.17 yr6%
5 yr1.11 yr40%
10 yr0.07 yr2%
30 yr0.40 yr14%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.05+0.78+0.26$419.6k$137.9k
1 yr+0.29+0.10+0.07$54.6k$35.8k
5 yr+0.92+0.74+0.37$397.4k$195.8k
10 yr+0.24+0.02+0.05$12.1k$24.2k
30 yr+0.04+0.20+0.20$105.6k$106.6k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
DREYFUS TREASURY SECURITIES CASH MANAGEMENT5.23%$279.66M
BARCLAYS MORTGAGE LOAN TRUST 2026-NQM40.00% · due 2056-05-250.96%$51.31M
BARCLAYS MORTGAGE LOAN TRUST 2025-N5.23% floating · due 2064-12-250.86%$46.04M
BARCLAYS MORTGAGE LOAN TRUST 2025-NQM50.01% floating · due 2055-10-250.77%$40.99M
BARCLAYS MORTGAGE LOAN TRUST 2025-NQM40.01% floating · due 2065-07-250.76%$40.70M
BARCLAYS MORTGAGE LOAN TRUST 2026-NQM30.01% floating · due 2066-01-010.70%$37.27M
BAHA TRUST 2024-MAR6.17% floating · due 2041-12-120.54%$28.86M
Perimeter Master Note Business6.01% · due 2032-01-150.40%$21.40M
BX TRUST 2026-PNDA4.93% floating · due 2043-05-150.40%$21.36M
BARCLAYS MORTGAGE LOAN TRUST 2024-NQM44.79% floating · due 2064-12-250.38%$20.13M
Showing 10 of 2,131Sign in to see more

Top 10 positions are 10.99% of net assets, top 25 15.50%, across 1.5K issuers.

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