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Regan Floating Rate Mbs shares owned by Access Financial Services

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by Access Financial Services from 13F filings

Historical chart of Access Financial Services investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by Access Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by Access Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.5M 219k 25.34

More positions owned by Access Financial Services

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fd Tr Trueshares Struc (APRZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Msci Chile Etf (ECH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Msci Brazil Etf (EWZ)
Amazon (AMZN)
Select Sector Spdr Tr Technology (XLK)

View all positions for Access Financial Services

Top funds holding Regan Floating Rate Mbs

Castleview Partners
VisionPoint Advisory Group
Access Financial Services
Biltmore Family Office
Sterneck Capital Management
Goldman Sachs Group
Auour Investments
WESPAC Advisors
Camarda Wealth Advisory
Jane Street
Kingswood Wealth Advisors
Cherry Creek Investment Advisors
Acorn Wealth Advisors
HBW Advisory Services
Arete Wealth Advisors

View all funds holding Regan Floating Rate Mbs