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Leuthold Group’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Leuthold Group’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
Q1 		$275K Hold
13,302
– – 0.03% 198
2025
Q4 		$276K Buy
+13,302
New +$278K 0.03% 192

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 $271M AUM 11.79% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
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

Leuthold Group's MBSD Position: Q1 2026 in Review

Leuthold Group held its FlexShares Disciplined Duration MBS Index Fund (MBSD) position steady in Q1 2026 at 13,302 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #198.

Leuthold Group first reported a position in MBSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

  • Leuthold Group held 13,302 shares of FlexShares Disciplined Duration MBS Index Fund worth $275K as of Q1 2026.
  • Leuthold Group left its FlexShares Disciplined Duration MBS Index Fund share count unchanged in Q1 2026.
  • FlexShares Disciplined Duration MBS Index Fund made up 0.03% of Leuthold Group's portfolio in Q1 2026, its #198 holding.
  • Leuthold Group first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q4 2025 and has held it in 2 quarters since.
  • Leuthold Group's FlexShares Disciplined Duration MBS Index Fund position peaked at $276K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.