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Regan Floating Rate Mbs shares owned by Sterneck Capital Management

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

Historical chart of Sterneck Capital 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 Sterneck Capital 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 Sterneck Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 178k 25.63
2024-06-30 $3.4M 133k 25.34
2024-03-31 $3.1M 122k 25.28

More positions owned by Sterneck Capital Management

Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr U S Equity Factr (LRGF)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Meta Platforms Cl A (META)
Kraneshares Trust Csi Chi Internet (KWEB)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sterneck Capital Management

Top funds holding Regan Floating Rate Mbs

Castleview Partners
HBW Advisory Services
VisionPoint Advisory Group
WealthPlan Investment Management
Orion Portfolio Solutions
Access Financial Services
Biltmore Family Office
Sterneck Capital Management
Feltz Wealth PLAN
AlphaMark Advisors
Camarda Wealth Advisory
Apollon Wealth Management
Auour Investments
Goldman Sachs Group
WESPAC Advisors

View all funds holding Regan Floating Rate Mbs