LPL Financial’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $289K | Sell |
|
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|
2024
Q2 | $337K | Sell |
|
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|
2024
Q1 | $407K | Sell |
|
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|
2023
Q4 | $823K | Buy |
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|
2023
Q3 | $708K | Sell |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $782K | Sell |
|
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|
2022
Q4 | $773K | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $217K | Buy |
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