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Regan Floating Rate Mbs shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Regan Floating Rate Mbs by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 441k 25.63
2024-06-30 $5.8M 230k 25.34
2024-03-31 $4.2M 165k 25.28

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Ser Tr S&p Divid Etf (SDY)
Deere & Company (DE)
Ishares Tr Mortge Rel Etf (REM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Baxter International (BAX)
Fiserv (FI)
Avantor (AVTR)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

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