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Regan Floating Rate Mbs shares owned by CWM

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

Historical chart of CWM investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Regan Floating Rate Mbs by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0k 209 23.92
2025-06-30 $5.0k 207 24.15
2025-03-31 $5.0k 204 24.51
2024-12-31 $5.0k 202 24.75
2024-09-30 $5.0k 198 25.25

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View all positions for CWM

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