Cambridge Investment Research Advisors
MBSD icon

Cambridge Investment Research Advisors’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Cambridge Investment Research 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 		$561K Buy
27,198
+1,289
+5% +$26.6K ﹤0.01% 2855
2026
Q1 		$536K Buy
25,909
+5,646
+28% +$118K ﹤0.01% 2734
2025
Q4 		$421K Buy
20,263
+4,355
+27% +$90.9K ﹤0.01% 2893
2025
Q3 		$332K Buy
15,908
+1,068
+7% +$22.1K ﹤0.01% 3025
2025
Q2 		$307K Buy
+14,840
New +$304K ﹤0.01% 2956
2022
Q2 		– Sell
-17,316
Closed -$381K – 3153
2022
Q1 		$381K Sell
17,316
-11,320
-40% -$256K ﹤0.01% 2343
2021
Q4 		$663K Buy
+28,636
New +$669K ﹤0.01% 1881

Other funds holding MBSD

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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Cambridge Investment Research Advisors's MBSD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 5% in Q2 2026, buying an estimated $26.6K and bringing the position to 27,198 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #2855.

Cambridge Investment Research Advisors first reported a position in MBSD in Q4 2021 and has held it in 7 quarters since. The position peaked at $663K in Q4 2021. 14 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

  • Cambridge Investment Research Advisors held 27,198 shares of FlexShares Disciplined Duration MBS Index Fund worth $561K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,289 FlexShares Disciplined Duration MBS Index Fund shares in Q2 2026, an estimated $26.6K.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2855 holding.
  • Cambridge Investment Research Advisors first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q4 2021 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's FlexShares Disciplined Duration MBS Index Fund position peaked at $663K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.