EverSource Wealth Advisors’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12K	Sell	579 -4	-0.7%	-$83	﹤0.01%	2678
2025 Q1	$12K	Sell	583 -617	-51%	-$12.7K	﹤0.01%	2007
2024 Q4	$24.3K	Sell	1,200 -1	-0.1%	-$20	﹤0.01%	1523
2024 Q3	$25.2K	Sell	1,201 -2,120	-64%	-$44.5K	﹤0.01%	1371
2024 Q2	$68.7K	Buy	+3,321	New	+$68.7K	﹤0.01%	949