Creative Financial Designs’s Northern Trust Disciplined Duration MBS ETF 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Creative Financial Designs increased its Northern Trust Disciplined Duration MBS ETF (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. 30 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

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

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