SW
MBSD icon

Simplicity Wealth’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Simplicity Wealth’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
2025
Q3 		– Sell
-36,008
Closed -$745K – 731
2025
Q2 		$745K Buy
36,008
+18,274
+103% +$374K 0.03% 383
2025
Q1 		$366K Buy
+17,734
New +$362K 0.03% 392
2024
Q4 		– Sell
-17,345
Closed -$364K – 453
2024
Q3 		$364K Buy
+17,345
New +$360K 0.03% 356

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
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 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

Simplicity Wealth's MBSD Position: Q3 2025 in Review

Simplicity Wealth sold out of FlexShares Disciplined Duration MBS Index Fund (MBSD) in Q3 2025, closing a stake of 36,008 shares — an estimated $745K sold.

Simplicity Wealth first reported a position in MBSD in Q3 2024 and held it in 3 quarters. The position peaked at $745K in Q2 2025. 29 funds tracked by Wall St. Rank hold MBSD as of Q3 2025.

  • Simplicity Wealth reported no remaining FlexShares Disciplined Duration MBS Index Fund position as of Q3 2025 after selling out during the quarter.
  • Simplicity Wealth sold 36,008 FlexShares Disciplined Duration MBS Index Fund shares in Q3 2025, an estimated $745K.
  • Simplicity Wealth first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q3 2024 and held it in 3 quarters.
  • Simplicity Wealth's FlexShares Disciplined Duration MBS Index Fund position peaked at $745K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.