Cambridge Investment Research Advisors
MBSF icon

Cambridge Investment Research Advisors’s Regan Floating Rate MBS ETF MBSF Stock Holding History

Cambridge Investment Research Advisors’s Portfolio MBSF Stock Details MBSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$381K Sell
14,844
-374
-2% -$9.6K ﹤0.01% 3223
2026
Q1 		$388K Buy
15,218
+763
+5% +$19.6K ﹤0.01% 3041
2025
Q4 		$371K Buy
+14,455
New +$370K ﹤0.01% 2995

Other funds holding MBSF

CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors's MBSF Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Regan Floating Rate MBS ETF (MBSF) stake by 2.5% in Q2 2026, selling an estimated $9.6K and leaving 14,844 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

Cambridge Investment Research Advisors first reported a position in MBSF in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q1 2026. 70 funds tracked by Wall St. Rank hold MBSF as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,844 shares of Regan Floating Rate MBS ETF worth $381K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 374 Regan Floating Rate MBS ETF shares in Q2 2026, an estimated $9.6K.
  • Regan Floating Rate MBS ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3223 holding.
  • Cambridge Investment Research Advisors first reported a position in Regan Floating Rate MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Regan Floating Rate MBS ETF position peaked at $388K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Regan Floating Rate MBS ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.