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

Birchcreek 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
2024
Q2 		– Sell
-14,706
Closed -$300K – 166
2024
Q1 		$300K Buy
+14,706
New +$300K 0.16% 118

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CW
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TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Birchcreek Wealth Management's MBSD Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of FlexShares Disciplined Duration MBS Index Fund (MBSD) in Q2 2024, closing a stake of 14,706 shares — an estimated $300K sold.

Birchcreek Wealth Management first reported a position in MBSD in Q1 2024 and held it in 1 quarter. The position peaked at $300K in Q1 2024. 25 funds tracked by Wall St. Rank hold MBSD as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining FlexShares Disciplined Duration MBS Index Fund position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 14,706 FlexShares Disciplined Duration MBS Index Fund shares in Q2 2024, an estimated $300K.
  • Birchcreek Wealth Management first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q1 2024 and held it in 1 quarter.
  • Birchcreek Wealth Management's FlexShares Disciplined Duration MBS Index Fund position peaked at $300K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.