Fidelity Investments
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Fidelity Investments’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Fidelity Investments’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
2024
Q4 		– Sell
-90
Closed -$1.89K – 5715
2024
Q3 		$1.89K Buy
+90
New +$1.87K ﹤0.01% 4820
2021
Q1 		– Sell
-1
Closed – – 4319
2020
Q4 		$0 Buy
+1
New +$24 ﹤0.01% 4116

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
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TCPG
Trivant Custom Portfolio Group San Diego, California $188M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Fidelity Investments's MBSD Position: Q4 2024 in Review

Fidelity Investments sold out of FlexShares Disciplined Duration MBS Index Fund (MBSD) in Q4 2024, closing a stake of 90 shares — an estimated $1.89K sold.

Fidelity Investments first reported a position in MBSD in Q4 2020 and held it in 2 quarters. The position peaked at $1.89K in Q3 2024. 29 funds tracked by Wall St. Rank hold MBSD as of Q4 2024.

  • Fidelity Investments reported no remaining FlexShares Disciplined Duration MBS Index Fund position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 90 FlexShares Disciplined Duration MBS Index Fund shares in Q4 2024, an estimated $1.89K.
  • Fidelity Investments first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q4 2020 and held it in 2 quarters.
  • Fidelity Investments's FlexShares Disciplined Duration MBS Index Fund position peaked at $1.89K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.