Downshift Financial’s Regan Floating Rate MBS ETF MBSF Stock Holding History

Downshift Financial’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	$617	Buy	+24	New	+$616	﹤0.01%	574

Other funds holding MBSF

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Downshift Financial's MBSF Position: Q3 2026 in Review

Downshift Financial opened a new position in Regan Floating Rate MBS ETF (MBSF) in Q3 2026: 24 shares worth $617. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings.

19 funds tracked by Wall St. Rank hold MBSF as of Q3 2026.

Downshift Financial held 24 shares of Regan Floating Rate MBS ETF worth $617 as of Q3 2026.
Regan Floating Rate MBS ETF was a new Downshift Financial position in Q3 2026.
Regan Floating Rate MBS ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #574 holding.
19 funds tracked by Wall St. Rank held Regan Floating Rate MBS ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.