Ancora Advisors’s Northern Trust Disciplined Duration MBS ETF 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 Q2	$87.2K	Hold	4,230	–	–	﹤0.01%	936
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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Advisors's MBSD Position: Q2 2026 in Review

Ancora Advisors held its Northern Trust Disciplined Duration MBS ETF (MBSD) position steady in Q2 2026 at 4,230 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Ancora Advisors first reported a position in MBSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $87.9K in Q4 2025. 30 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

Ancora Advisors held 4,230 shares of Northern Trust Disciplined Duration MBS ETF worth $87.2K as of Q2 2026.
Ancora Advisors left its Northern Trust Disciplined Duration MBS ETF share count unchanged in Q2 2026.
Northern Trust Disciplined Duration MBS ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #936 holding.
Ancora Advisors first reported a position in Northern Trust Disciplined Duration MBS ETF in Q1 2025 and has held it in 6 quarters since.
Ancora Advisors's Northern Trust Disciplined Duration MBS ETF position peaked at $87.9K in Q4 2025.
30 funds tracked by Wall St. Rank held Northern Trust Disciplined Duration MBS ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.