Mosley Wealth Management’s Northern Trust Disciplined Duration MBS ETF MBSD Stock Holding History

Mosley Wealth Management’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 Q3	$8.78K	Buy	438 +5	+1%	+$102	﹤0.01%	399
2026 Q2	$8.94K	Sell	433 -2,395	-85%	-$49.4K	﹤0.01%	395
2026 Q1	$59K	Buy	+2,828	New	+$58.9K	0.03%	198

Other funds holding MBSD

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mosley Wealth Management's MBSD Position: Q3 2026 in Review

Mosley Wealth Management increased its Northern Trust Disciplined Duration MBS ETF (MBSD) stake by 1.2% in Q3 2026, buying an estimated $102 and bringing the position to 438 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Mosley Wealth Management first reported a position in MBSD in Q1 2026 and has held it in 3 quarters since. The position peaked at $59K in Q1 2026. 16 funds tracked by Wall St. Rank hold MBSD as of Q3 2026.

Mosley Wealth Management held 438 shares of Northern Trust Disciplined Duration MBS ETF worth $8.78K as of Q3 2026.
Mosley Wealth Management bought 5 Northern Trust Disciplined Duration MBS ETF shares in Q3 2026, an estimated $102.
Northern Trust Disciplined Duration MBS ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #399 holding.
Mosley Wealth Management first reported a position in Northern Trust Disciplined Duration MBS ETF in Q1 2026 and has held it in 3 quarters since.
Mosley Wealth Management's Northern Trust Disciplined Duration MBS ETF position peaked at $59K in Q1 2026.
16 funds tracked by Wall St. Rank held Northern Trust Disciplined Duration MBS ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.