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Investors Research Corp’s Northern Trust Disciplined Duration MBS ETF MBSD Stock Holding History

Investors Research Corp’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 		$195K Buy
9,454
+419
+5% +$8.65K 0.03% 269
2026
Q1 		$187K Buy
9,035
+276
+3% +$5.75K 0.04% 273
2025
Q4 		$182K Buy
8,759
+298
+4% +$6.22K 0.03% 304
2025
Q3 		$176K Buy
8,461
+347
+4% +$7.18K 0.03% 318
2025
Q2 		$168K Buy
8,114
+385
+5% +$7.89K 0.03% 324
2025
Q1 		$160K Buy
7,729
+33
+0.4% +$674 0.03% 326
2024
Q4 		$156K Buy
7,696
+142
+2% +$2.91K 0.03% 332
2024
Q3 		$158K Buy
7,554
+357
+5% +$7.41K 0.03% 338
2024
Q2 		$146K Sell
7,197
-2,980
-29% -$60.2K 0.03% 355
2024
Q1 		$207K Buy
10,177
+585
+6% +$11.9K 0.05% 322
2023
Q4 		$197K Sell
9,592
-399
-4% -$7.96K 0.05% 338
2023
Q3 		$197K Buy
9,991
+750
+8% +$15.1K 0.05% 326
2023
Q2 		$188K Buy
9,241
+733
+9% +$15K 0.05% 338
2023
Q1 		$176K Buy
8,508
+970
+13% +$20K 0.05% 343
2022
Q4 		$154K Buy
7,538
+846
+13% +$17.2K 0.04% 362
2022
Q3 		$135K Buy
6,692
+1,151
+21% +$24.2K 0.04% 356
2022
Q2 		$118K Buy
5,541
+708
+15% +$15.1K 0.04% 385
2022
Q1 		$106K Buy
4,833
+964
+25% +$21.8K 0.03% 410
2021
Q4 		$90K Buy
3,869
+1,066
+38% +$24.9K 0.03% 427
2021
Q3 		$66K Buy
2,803
+150
+6% +$3.54K 0.02% 476
2021
Q2 		$63K Buy
2,653
+798
+43% +$18.9K 0.02% 479
2021
Q1 		$44K Hold
1,855
– – 0.02% 538
2020
Q4 		$45K Buy
1,855
+293
+19% +$7.06K 0.02% 560
2020
Q3 		$38K Hold
1,562
– – 0.02% 561
2020
Q2 		$38K Buy
1,562
+618
+65% +$14.9K 0.02% 538
2020
Q1 		$22K Buy
+944
New +$22.4K 0.01% 588

Other funds holding MBSD

Northern Trust
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
Morgan Stanley New York $1.89T AUM 35.08% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investors Research Corp's MBSD Position: Q2 2026 in Review

Investors Research Corp increased its Northern Trust Disciplined Duration MBS ETF (MBSD) stake by 4.6% in Q2 2026, buying an estimated $8.65K and bringing the position to 9,454 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #269.

Investors Research Corp first reported a position in MBSD in Q1 2020 and has held it in 26 quarters since. The position peaked at $207K in Q1 2024. 30 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

  • Investors Research Corp held 9,454 shares of Northern Trust Disciplined Duration MBS ETF worth $195K as of Q2 2026.
  • Investors Research Corp bought 419 Northern Trust Disciplined Duration MBS ETF shares in Q2 2026, an estimated $8.65K.
  • Northern Trust Disciplined Duration MBS ETF made up 0.03% of Investors Research Corp's portfolio in Q2 2026, its #269 holding.
  • Investors Research Corp first reported a position in Northern Trust Disciplined Duration MBS ETF in Q1 2020 and has held it in 26 quarters since.
  • Investors Research Corp's Northern Trust Disciplined Duration MBS ETF position peaked at $207K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Northern Trust Disciplined Duration MBS ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.