Concord Wealth Partners
MBSF icon

Concord Wealth Partners’s Regan Floating Rate MBS ETF MBSF Stock Holding History

Concord Wealth Partners’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
Q3 		$444K Buy
17,465
+4,017
+30% +$103K 0.05% 158
2026
Q2 		$345K Buy
+13,448
New +$345K 0.04% 170

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Concord Wealth Partners's MBSF Position: Q3 2026 in Review

Concord Wealth Partners increased its Regan Floating Rate MBS ETF (MBSF) stake by 30% in Q3 2026, buying an estimated $103K and bringing the position to 17,465 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #158.

Concord Wealth Partners first reported a position in MBSF in Q2 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold MBSF as of Q3 2026.

  • Concord Wealth Partners held 17,465 shares of Regan Floating Rate MBS ETF worth $444K as of Q3 2026.
  • Concord Wealth Partners bought 4,017 Regan Floating Rate MBS ETF shares in Q3 2026, an estimated $103K.
  • Regan Floating Rate MBS ETF made up 0.05% of Concord Wealth Partners's portfolio in Q3 2026, its #158 holding.
  • Concord Wealth Partners first reported a position in Regan Floating Rate MBS ETF in Q2 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Regan Floating Rate MBS ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.