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Regan Floating Rate Mbs shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Regan Floating Rate Mbs by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $102k 4.0k 25.68

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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
CWC Advisors
Sterneck Capital Management
Apollon Wealth Management
VisionPoint Advisory Group
Exchange Traded Concepts
Acorn Wealth Advisors
Camarda Wealth Advisory
Armis Advisers

View all funds holding Regan Floating Rate Mbs