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Mosley Wealth Management’s FlexShares Disciplined Duration MBS Index Fund 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
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

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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mosley Wealth Management's MBSD Position: Q2 2026 in Review

Mosley Wealth Management reduced its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 85% in Q2 2026, selling an estimated $49.4K and leaving 433 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Mosley Wealth Management first reported a position in MBSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $59K in Q1 2026. 17 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

  • Mosley Wealth Management held 433 shares of FlexShares Disciplined Duration MBS Index Fund worth $8.94K as of Q2 2026.
  • Mosley Wealth Management sold 2,395 FlexShares Disciplined Duration MBS Index Fund shares in Q2 2026, an estimated $49.4K.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Mosley Wealth Management first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's FlexShares Disciplined Duration MBS Index Fund position peaked at $59K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.