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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
2024-09-30 $5.5M 216k 25.63
2024-06-30 $5.5M 219k 25.34

More positions owned by Access Financial Services

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Us Treas Bd Etf (GOVT)
Listed Fd Tr Trueshares Struc (SEPZ)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Msci Chile Etf (ECH)
Amazon (AMZN)

View all positions for Access Financial Services

Top funds holding Regan Floating Rate Mbs

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

View all funds holding Regan Floating Rate Mbs