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Regan Floating Rate Mbs shares owned by BlackDiamond Wealth Management

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by BlackDiamond Wealth Management from 13F filings

Historical chart of BlackDiamond Wealth Management investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by BlackDiamond Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 75k 25.47
2025-06-30 $2.0M 77k 25.42
2025-03-31 $2.1M 84k 25.47
2024-12-31 $549k 22k 25.40
2024-09-30 $364k 14k 25.52

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Costco Wholesale Corporation (COST)

View all positions for BlackDiamond Wealth Management

Top funds holding Regan Floating Rate Mbs

Castleview Partners
WealthPlan Investment Management
VisionPoint Advisory Group
Auour Investments
Biltmore Family Office
HBW Advisory Services
State of New Jersey Common Pension Fund D
CWC Advisors
Sterneck Capital Management
Exchange Traded Concepts
EP Wealth Advisors
Feltz Wealth PLAN
Camarda Wealth Advisory
Apollon Wealth Management
CLS Investments

View all funds holding Regan Floating Rate Mbs