Castleview Partners’s Regan Fixed Rate MBS ETF MBSX Stock Holding History

Castleview Partners’s Portfolio MBSX Stock Details MBSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.63M	Buy	337,738 +7,554	+2%	+$204K	3.78%	2
2026 Q2	$9.02M	Buy	330,184 +30,467	+10%	+$815K	3.96%	2
2026 Q1	$8.44M	Buy	299,717 +7,911	+3%	+$212K	4.33%	2
2025 Q4	$7.7M	Buy	291,806 +17,688	+6%	+$473K	3.82%	2
2025 Q3	$7.55M	Buy	274,118 +45,579	+20%	+$1.19M	4.1%	3
2025 Q2	$5.86M	Buy	+228,539	New	+$5.8M	3.76%	3

Other funds holding MBSX

Auour Investments Woburn, Massachusetts $353M AUM 8.66% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Castleview Partners's MBSX Position: Q3 2026 in Review

Castleview Partners increased its Regan Fixed Rate MBS ETF (MBSX) stake by 2.3% in Q3 2026, buying an estimated $204K and bringing the position to 337,738 shares worth $8.63M. The position accounts for 3.78% of the portfolio, ranked #2.

Castleview Partners first reported a position in MBSX in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.02M in Q2 2026. 6 funds tracked by Wall St. Rank hold MBSX as of Q3 2026.

Castleview Partners held 337,738 shares of Regan Fixed Rate MBS ETF worth $8.63M as of Q3 2026.
Castleview Partners bought 7,554 Regan Fixed Rate MBS ETF shares in Q3 2026, an estimated $204K.
Regan Fixed Rate MBS ETF made up 3.78% of Castleview Partners's portfolio in Q3 2026, its #2 holding.
Castleview Partners first reported a position in Regan Fixed Rate MBS ETF in Q2 2025 and has held it in 6 quarters since.
Castleview Partners's Regan Fixed Rate MBS ETF position peaked at $9.02M in Q2 2026.
6 funds tracked by Wall St. Rank held Regan Fixed Rate MBS ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.