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Global View Capital Management’s Regan Floating Rate MBS ETF MBSF Stock Holding History

Global View Capital Management’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 		$369K Sell
14,356
-284
-2% -$7.29K 0.08% 98
2026
Q1 		$373K Sell
14,640
-649
-4% -$16.7K 0.1% 102
2025
Q4 		$392K Sell
15,289
-752
-5% -$19.2K 0.07% 95
2025
Q3 		$409K Buy
16,041
+2,278
+17% +$58.1K 0.09% 90
2025
Q2 		$351K Sell
13,763
-17,180
-56% -$437K 0.11% 84
2025
Q1 		$788K Sell
30,943
-13,807
-31% -$353K 0.29% 47
2024
Q4 		$1.14M Buy
+44,750
New +$1.14M 0.4% 38

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

Global View Capital Management's MBSF Position: Q2 2026 in Review

Global View Capital Management reduced its Regan Floating Rate MBS ETF (MBSF) stake by 1.9% in Q2 2026, selling an estimated $7.29K and leaving 14,356 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #98.

Global View Capital Management first reported a position in MBSF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2024. 70 funds tracked by Wall St. Rank hold MBSF as of Q2 2026.

  • Global View Capital Management held 14,356 shares of Regan Floating Rate MBS ETF worth $369K as of Q2 2026.
  • Global View Capital Management sold 284 Regan Floating Rate MBS ETF shares in Q2 2026, an estimated $7.29K.
  • Regan Floating Rate MBS ETF made up 0.08% of Global View Capital Management's portfolio in Q2 2026, its #98 holding.
  • Global View Capital Management first reported a position in Regan Floating Rate MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Global View Capital Management's Regan Floating Rate MBS ETF position peaked at $1.14M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Regan Floating Rate MBS ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.