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Regan Floating Rate Mbs shares owned by Downshift Financial

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

Historical chart of Downshift Financial investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Regan Floating Rate Mbs by Downshift Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $616 24 25.71

More positions owned by Downshift Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mrngstr Lrg Cap (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust St Inter Etf (SPTI)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Downshift Financial

Top funds holding Regan Floating Rate Mbs

Castleview Partners
State of New Jersey Common Pension Fund D
Creative Financial Designs
United Asset Strategies
Auour Investments
Biltmore Family Office
Royal Bank of Canada
Sterneck Capital Management
Apollon Wealth Management
Exchange Traded Concepts
VisionPoint Advisory Group
CWC Advisors
Armis Advisers
Acorn Wealth Advisors
Camarda Wealth Advisory

View all funds holding Regan Floating Rate Mbs