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

EverSource Wealth 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	$11.9K	Hold	579	–	–	﹤0.01%	2800
2026 Q1	$12K	Hold	579	–	–	﹤0.01%	2821
2025 Q4	$12K	Hold	579	–	–	﹤0.01%	2709
2025 Q3	$12.1K	Hold	579	–	–	﹤0.01%	2710
2025 Q2	$12K	Sell	579 -4	-0.7%	-$82	﹤0.01%	2686
2025 Q1	$12K	Sell	583 -617	-51%	-$12.6K	﹤0.01%	2009
2024 Q4	$24.3K	Sell	1,200 -1	-0.1%	-$21	﹤0.01%	1523
2024 Q3	$25.2K	Sell	1,201 -2,120	-64%	-$44K	﹤0.01%	1371
2024 Q2	$68.7K	Buy	+3,321	New	+$67K	﹤0.01%	949

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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

EverSource Wealth Advisors's MBSD Position: Q2 2026 in Review

EverSource Wealth Advisors held its FlexShares Disciplined Duration MBS Index Fund (MBSD) position steady in Q2 2026 at 579 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

EverSource Wealth Advisors first reported a position in MBSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $68.7K in Q2 2024. 14 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

EverSource Wealth Advisors held 579 shares of FlexShares Disciplined Duration MBS Index Fund worth $11.9K as of Q2 2026.
EverSource Wealth Advisors left its FlexShares Disciplined Duration MBS Index Fund share count unchanged in Q2 2026.
FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2800 holding.
EverSource Wealth Advisors first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's FlexShares Disciplined Duration MBS Index Fund position peaked at $68.7K in Q2 2024.
14 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.