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Regan Floating Rate Mbs shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 59k 25.47
2025-06-30 $1.4M 56k 25.52
2025-03-31 $1.0M 41k 25.46
2024-12-31 $566k 22k 25.40

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss 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