BAM Wealth Management’s Northern Trust Disciplined Duration MBS ETF MBSD Stock Holding History

BAM 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 Q3	$278K	Buy	+13,988	New	+$284K	0.15%	156

Other funds holding MBSD

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

BAM Wealth Management's MBSD Position: Q3 2026 in Review

BAM Wealth Management opened a new position in Northern Trust Disciplined Duration MBS ETF (MBSD) in Q3 2026: 13,988 shares worth $278K. The stake represents 0.15% of the portfolio and ranks #156 among its holdings.

11 funds tracked by Wall St. Rank hold MBSD as of Q3 2026.

BAM Wealth Management held 13,988 shares of Northern Trust Disciplined Duration MBS ETF worth $278K as of Q3 2026.
Northern Trust Disciplined Duration MBS ETF was a new BAM Wealth Management position in Q3 2026.
Northern Trust Disciplined Duration MBS ETF made up 0.15% of BAM Wealth Management's portfolio in Q3 2026, its #156 holding.
11 funds tracked by Wall St. Rank held Northern Trust Disciplined Duration MBS ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.