IFP Advisors
MBSF icon

IFP Advisors’s Regan Floating Rate MBS ETF MBSF Stock Holding History

IFP Advisors’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 		– Sell
-145
Closed -$3.72K – 5410
2026
Q2 		$3.72K Buy
+145
New +$3.72K ﹤0.01% 3948

Other funds holding MBSF

Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
United Asset Strategies
United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return
Auour Investments
Auour Investments Woburn, Massachusetts $353M AUM 8.66% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CWC Advisors
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
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

IFP Advisors's MBSF Position: Q3 2026 in Review

IFP Advisors sold out of Regan Floating Rate MBS ETF (MBSF) in Q3 2026, closing a stake of 145 shares — an estimated $3.72K sold.

IFP Advisors first reported a position in MBSF in Q2 2026 and held it in 1 quarter. The position peaked at $3.72K in Q2 2026. 38 funds tracked by Wall St. Rank hold MBSF as of Q3 2026.

  • IFP Advisors reported no remaining Regan Floating Rate MBS ETF position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 145 Regan Floating Rate MBS ETF shares in Q3 2026, an estimated $3.72K.
  • IFP Advisors first reported a position in Regan Floating Rate MBS ETF in Q2 2026 and held it in 1 quarter.
  • IFP Advisors's Regan Floating Rate MBS ETF position peaked at $3.72K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Regan Floating Rate MBS ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.