WealthPlan Investment Management »

Regan Floating Rate Mbs shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Regan Floating Rate Mbs by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 468k 25.47
2025-06-30 $11M 445k 25.52
2025-03-31 $9.9M 389k 25.46
2024-12-31 $9.4M 369k 25.40
2024-09-30 $9.5M 371k 25.63

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment 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