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Regan Floating Rate Mbs shares owned by CWC Advisors

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by CWC Advisors from 13F filings

Historical chart of CWC Advisors investment in Regan Floating Rate Mbs

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

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Quarterly reported holdings in Regan Floating Rate Mbs by CWC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 190k 25.47
2025-06-30 $6.6M 260k 25.52
2025-03-31 $6.5M 257k 25.46

More positions owned by CWC Advisors

Broadcom (AVGO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vaneck Etf Trust Clo Etf (CLOI)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for CWC Advisors

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
Feltz Wealth PLAN
Camarda Wealth Advisory
Apollon Wealth Management
CLS Investments
BlackDiamond Wealth Management

View all funds holding Regan Floating Rate Mbs