Carson Wealth (CWM LLC)
MBSD icon

Carson Wealth (CWM LLC)’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.24K Hold
108
– – ﹤0.01% 5246
2025
Q4 		$2K Hold
108
– – ﹤0.01% 5102
2025
Q3 		$2K Hold
108
– – ﹤0.01% 5017
2025
Q2 		$2K Sell
108
-48
-31% -$983 ﹤0.01% 4896
2025
Q1 		$3K Sell
156
-42
-21% -$858 ﹤0.01% 4646
2024
Q4 		$4K Sell
198
-179
-47% -$3.67K ﹤0.01% 4328
2024
Q3 		$8K Sell
377
-150
-28% -$3.11K ﹤0.01% 3892
2024
Q2 		$11K Buy
527
+166
+46% +$3.35K ﹤0.01% 3492
2024
Q1 		$7K Sell
361
-866
-71% -$17.6K ﹤0.01% 3520
2023
Q4 		$25K Hold
1,227
– – ﹤0.01% 2625
2023
Q3 		$24K Hold
1,227
– – ﹤0.01% 2567
2023
Q2 		$25K Hold
1,227
– – ﹤0.01% 2486
2023
Q1 		$25K Hold
1,227
– – ﹤0.01% 2350
2022
Q4 		$25K Hold
1,227
– – ﹤0.01% 2206
2022
Q3 		$25K Hold
1,227
– – ﹤0.01% 2088
2022
Q2 		$26K Buy
+1,227
New +$26.2K ﹤0.01% 1967

Other funds holding MBSD

Northern Trust
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 $166M AUM 29.33% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MBSD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its FlexShares Disciplined Duration MBS Index Fund (MBSD) position steady in Q1 2026 at 108 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #5246.

Carson Wealth (CWM LLC) first reported a position in MBSD in Q2 2022 and has held it in 16 quarters since. The position peaked at $26K in Q2 2022. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 108 shares of FlexShares Disciplined Duration MBS Index Fund worth $2.24K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FlexShares Disciplined Duration MBS Index Fund share count unchanged in Q1 2026.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5246 holding.
  • Carson Wealth (CWM LLC) first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s FlexShares Disciplined Duration MBS Index Fund position peaked at $26K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.