Atria Investments’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Atria Investments’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	$698K	Buy	33,699 +496	+1%	+$10.3K	0.01%	1269
2025 Q4	$690K	Buy	33,203 +3,109	+10%	+$64.9K	0.01%	1268
2025 Q3	$628K	Buy	30,094 +284	+1%	+$5.87K	0.01%	1303
2025 Q2	$617K	Buy	29,810 +3,126	+12%	+$64K	0.01%	1308
2025 Q1	$551K	Sell	26,684 -23,781	-47%	-$486K	0.01%	1302
2024 Q4	$1.02M	Buy	50,465 +759	+2%	+$15.6K	0.01%	970
2024 Q3	$1.04M	Buy	49,706 +3,299	+7%	+$68.5K	0.01%	945
2024 Q2	$941K	Buy	+46,407	New	+$937K	0.01%	968
2023 Q2	–	Sell	-80,560	Closed	-$1.66M	–	864
2023 Q1	$1.66M	Buy	+80,560	New	+$1.66M	0.03%	603

Other funds holding MBSD

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atria Investments's MBSD Position: Q1 2026 in Review

Atria Investments increased its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 1.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 33,699 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #1269.

Atria Investments first reported a position in MBSD in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.66M in Q1 2023. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

Atria Investments held 33,699 shares of FlexShares Disciplined Duration MBS Index Fund worth $698K as of Q1 2026.
Atria Investments bought 496 FlexShares Disciplined Duration MBS Index Fund shares in Q1 2026, an estimated $10.3K.
FlexShares Disciplined Duration MBS Index Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1269 holding.
Atria Investments first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q1 2023 and has held it in 9 quarters since.
Atria Investments's FlexShares Disciplined Duration MBS Index Fund position peaked at $1.66M in Q1 2023.
32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.