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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$745K Buy
36,008
+18,274
+103% +$378K 0.03% 383
2025
Q1 		$366K Buy
+17,734
New +$366K 0.03% 392
2024
Q4 		– Sell
-17,345
Closed -$364K – 453
2024
Q3 		$364K Buy
+17,345
New +$364K 0.03% 356