CP
MBSX

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
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

AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM

Castleview Partners's MBSX Position: Q2 2026 in Review

Castleview Partners increased its Regan Fixed Rate MBS ETF (MBSX) stake by 10% in Q2 2026, buying an estimated $815K and bringing the position to 330,184 shares worth $9.02M. The position accounts for 3.96% of the portfolio, ranked #2.

Castleview Partners first reported a position in MBSX in Q2 2025 and has held it in 5 quarters since. 3 funds tracked by Wall St. Rank hold MBSX as of Q2 2026.

  • Castleview Partners held 330,184 shares of Regan Fixed Rate MBS ETF worth $9.02M as of Q2 2026.
  • Castleview Partners bought 30,467 Regan Fixed Rate MBS ETF shares in Q2 2026, an estimated $815K.
  • Regan Fixed Rate MBS ETF made up 3.96% of Castleview Partners's portfolio in Q2 2026, its #2 holding.
  • Castleview Partners first reported a position in Regan Fixed Rate MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • 3 funds tracked by Wall St. Rank held Regan Fixed Rate MBS ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.