CFD
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Creative Financial Designs’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Creative Financial Designs’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 		$14.4K Buy
700
+6
+0.9% +$124 ﹤0.01% 1422
2026
Q1 		$14.4K Sell
694
-356
-34% -$7.41K ﹤0.01% 1298
2025
Q4 		$21.8K Sell
1,050
-29
-3% -$605 ﹤0.01% 1132
2025
Q3 		$22.5K Buy
1,079
+10
+0.9% +$207 ﹤0.01% 1114
2025
Q2 		$22.1K Sell
1,069
-491
-31% -$10.1K ﹤0.01% 1111
2025
Q1 		$32.2K Buy
1,560
+52
+3% +$1.06K ﹤0.01% 961
2024
Q4 		$30.5K Buy
1,508
+22
+1% +$451 ﹤0.01% 945
2024
Q3 		$31.2K Buy
+1,486
New +$30.9K ﹤0.01% 920

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Creative Financial Designs's MBSD Position: Q2 2026 in Review

Creative Financial Designs increased its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 0.86% in Q2 2026, buying an estimated $124 and bringing the position to 700 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Creative Financial Designs first reported a position in MBSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $32.2K in Q1 2025. 14 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

  • Creative Financial Designs held 700 shares of FlexShares Disciplined Duration MBS Index Fund worth $14.4K as of Q2 2026.
  • Creative Financial Designs bought 6 FlexShares Disciplined Duration MBS Index Fund shares in Q2 2026, an estimated $124.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1422 holding.
  • Creative Financial Designs first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q3 2024 and has held it in 8 quarters since.
  • Creative Financial Designs's FlexShares Disciplined Duration MBS Index Fund position peaked at $32.2K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.