AWM
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AE Wealth Management’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

AE Wealth Management’s Portfolio MBSD Stock Details MBSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,396
Closed -$29K – 2659
2025
Q4 		$29K Buy
+1,396
New +$29.1K ﹤0.01% 1953

Other funds holding MBSD

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CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

AE Wealth Management's MBSD Position: Q1 2026 in Review

AE Wealth Management sold out of FlexShares Disciplined Duration MBS Index Fund (MBSD) in Q1 2026, closing a stake of 1,396 shares — an estimated $29K sold.

AE Wealth Management first reported a position in MBSD in Q4 2025 and held it in 1 quarter. The position peaked at $29K in Q4 2025. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

  • AE Wealth Management reported no remaining FlexShares Disciplined Duration MBS Index Fund position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,396 FlexShares Disciplined Duration MBS Index Fund shares in Q1 2026, an estimated $29K.
  • AE Wealth Management first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's FlexShares Disciplined Duration MBS Index Fund position peaked at $29K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.