Then I downloaded a CSV for MSBs with the form at the bottom of that page with 6/18 and 6/25 data... and these seem to have lost value for...

Now what I don't know yet is whether this is revaluation or partial sale. That's something for later

econ

Office CMBS Delinquency Rate Spikes to Record 11.1% in June (Wolf Street)

optimism

Okay so I found more details [here](https://www.newyorkfed.org/markets/soma-holdings) and I learned 3 things:

1) The holdings are indeed all F/GNMA
2) The MSBs get revalued every week

Then I downloaded a CSV for MSBs with the form at the bottom of that page with 6/18 and 6/25 data... and these seem to have lost value for...

`17,638,065,700.96 = 17B` in a week.

Now what I don't know yet is whether this is revaluation or partial sale. That's something for later
