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Beam Wealth Advisors’s Regan Floating Rate MBS ETF MBSF Stock Holding History

Beam Wealth Advisors’s Portfolio MBSF Stock Details MBSF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$953K Buy
37,359
+10,925
+41% +$279K 0.28% 74
2025
Q1 		$673K Buy
+26,434
New +$673K 0.23% 80