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Ancora Advisors’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Ancora Advisors’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 		$87.6K Hold
4,230
– – ﹤0.01% 941
2025
Q4 		$87.9K Buy
4,230
+1,000
+31% +$20.9K ﹤0.01% 955
2025
Q3 		$67.4K Hold
3,230
– – ﹤0.01% 964
2025
Q2 		$66.9K Buy
3,230
+2,000
+163% +$41K ﹤0.01% 960
2025
Q1 		$25.4K Buy
+1,230
New +$25.1K ﹤0.01% 1150

Other funds holding MBSD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Ancora Advisors's MBSD Position: Q1 2026 in Review

Ancora Advisors held its FlexShares Disciplined Duration MBS Index Fund (MBSD) position steady in Q1 2026 at 4,230 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Ancora Advisors first reported a position in MBSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $87.9K in Q4 2025. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

  • Ancora Advisors held 4,230 shares of FlexShares Disciplined Duration MBS Index Fund worth $87.6K as of Q1 2026.
  • Ancora Advisors left its FlexShares Disciplined Duration MBS Index Fund share count unchanged in Q1 2026.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #941 holding.
  • Ancora Advisors first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q1 2025 and has held it in 5 quarters since.
  • Ancora Advisors's FlexShares Disciplined Duration MBS Index Fund position peaked at $87.9K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.