Wealth Enhancement Advisory Services’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-93,012
| Closed | -$1.92M | – | 3403 |
|
|
2025
Q1 | $1.92M | Buy |
93,012
+9,533
| +11% | +$197K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $1.69M | Buy |
83,479
+37,977
| +83% | +$768K | ﹤0.01% | 1255 |
|
|
2024
Q3 | $955K | Buy |
+45,502
| New | +$955K | ﹤0.01% | 1420 |
|
|
2024
Q2 | – | Sell |
-16,178
| Closed | -$330K | – | 2530 |
|
|
2024
Q1 | $330K | Buy |
+16,178
| New | +$330K | ﹤0.01% | 1855 |
|