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 Q2	$745K	Buy
2025 Q1	$366K	Buy
2024 Q4	–	Sell
2024 Q3	$364K	Buy