Sanctuary Advisors’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Sanctuary Advisors’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	$1.43M	Buy	68,976 +5,351	+8%	+$111K	0.01%	1128
2025 Q4	$1.32M	Buy	63,625 +4,484	+8%	+$93.6K	0.01%	1166
2025 Q3	$1.23M	Buy	59,141 +15,198	+35%	+$314K	0.01%	1164
2025 Q2	$910K	Buy	43,943 +3,946	+10%	+$80.8K	0.01%	1274
2025 Q1	$826K	Sell	39,997 -31,926	-44%	-$652K	0.01%	1224
2024 Q4	$1.47M	Buy	71,923 +1,633	+2%	+$33.5K	0.01%	1036
2024 Q3	$1.44M	Buy	70,290 +7,155	+11%	+$149K	0.01%	1068
2024 Q2	$1.26M	Buy	+63,135	New	+$1.27M	0.01%	1063

Other funds holding MBSD

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sanctuary Advisors's MBSD Position: Q1 2026 in Review

Sanctuary Advisors increased its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 8.4% in Q1 2026, buying an estimated $111K and bringing the position to 68,976 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1128.

Sanctuary Advisors first reported a position in MBSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2024. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

Sanctuary Advisors held 68,976 shares of FlexShares Disciplined Duration MBS Index Fund worth $1.43M as of Q1 2026.
Sanctuary Advisors bought 5,351 FlexShares Disciplined Duration MBS Index Fund shares in Q1 2026, an estimated $111K.
FlexShares Disciplined Duration MBS Index Fund made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1128 holding.
Sanctuary Advisors first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's FlexShares Disciplined Duration MBS Index Fund position peaked at $1.47M in Q4 2024.
32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.