Morgan Stanley
MBSD icon

Morgan Stanley’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Morgan Stanley’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 		$6.48M Buy
313,047
+16,435
+6% +$342K ﹤0.01% 3923
2025
Q4 		$6.16M Buy
296,612
+11,230
+4% +$234K ﹤0.01% 4019
2025
Q3 		$5.95M Buy
285,382
+13,259
+5% +$274K ﹤0.01% 4009
2025
Q2 		$5.63M Buy
272,123
+21,985
+9% +$450K ﹤0.01% 3962
2025
Q1 		$5.16M Buy
250,138
+88,670
+55% +$1.81M ﹤0.01% 3897
2024
Q4 		$3.27M Buy
161,468
+18,513
+13% +$380K ﹤0.01% 4330
2024
Q3 		$3M Buy
142,955
+36,892
+35% +$766K ﹤0.01% 4366
2024
Q2 		$2.15M Buy
106,063
+94,417
+811% +$1.91M ﹤0.01% 4524
2024
Q1 		$237K Sell
11,646
-14,316
-55% -$292K ﹤0.01% 5671
2023
Q4 		$534K Sell
25,962
-10,794
-29% -$215K ﹤0.01% 5594
2023
Q3 		$725K Sell
36,756
-337,625
-90% -$6.79M ﹤0.01% 4986
2023
Q2 		$7.63M Buy
374,381
+15,431
+4% +$316K ﹤0.01% 3426
2023
Q1 		$7.41M Buy
358,950
+9,283
+3% +$191K ﹤0.01% 3419
2022
Q4 		$7.12M Buy
349,667
+38,071
+12% +$773K ﹤0.01% 3414
2022
Q3 		$6.3M Buy
311,596
+5,250
+2% +$111K ﹤0.01% 3474
2022
Q2 		$6.5M Sell
306,346
-32,855
-10% -$701K ﹤0.01% 3509
2022
Q1 		$7.47M Sell
339,201
-8,298
-2% -$187K ﹤0.01% 3249
2021
Q4 		$8.05M Buy
347,499
+18,547
+6% +$433K ﹤0.01% 3185
2021
Q3 		$7.73M Buy
328,952
+19,231
+6% +$454K ﹤0.01% 3214
2021
Q2 		$7.31M Buy
309,721
+9,330
+3% +$221K ﹤0.01% 3368
2021
Q1 		$7.17M Buy
300,391
+18,646
+7% +$447K ﹤0.01% 3025
2020
Q4 		$6.78M Buy
281,745
+48,713
+21% +$1.17M ﹤0.01% 2930
2020
Q3 		$5.63M Buy
233,032
+6,261
+3% +$151K ﹤0.01% 2604
2020
Q2 		$5.48M Buy
+226,771
New +$5.47M ﹤0.01% 2569

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
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 $1.32B AUM 22.37% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley's MBSD Position: Q1 2026 in Review

Morgan Stanley increased its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 5.5% in Q1 2026, buying an estimated $342K and bringing the position to 313,047 shares worth $6.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

Morgan Stanley first reported a position in MBSD in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.05M in Q4 2021. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

  • Morgan Stanley held 313,047 shares of FlexShares Disciplined Duration MBS Index Fund worth $6.48M as of Q1 2026.
  • Morgan Stanley bought 16,435 FlexShares Disciplined Duration MBS Index Fund shares in Q1 2026, an estimated $342K.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3923 holding.
  • Morgan Stanley first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q2 2020 and has held it in 24 quarters since.
  • Morgan Stanley's FlexShares Disciplined Duration MBS Index Fund position peaked at $8.05M in Q4 2021.
  • 32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.