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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,706
Closed -$300K 166
2024
Q1
$300K Buy
+14,706
New +$300K 0.16% 118