Wealth Enhancement Advisory Services
MBSD icon

Wealth Enhancement Advisory Services’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$6.36M Buy
310,227
+117,195
+61% +$2.42M 0.01% 874
2026
Q1 		$3.99M Sell
193,032
-90,484
-32% -$1.88M 0.01% 1011
2025
Q4 		$5.89M Buy
+283,516
New +$5.92M 0.01% 941
2025
Q2 		– Sell
-93,012
Closed -$1.92M – 3446
2025
Q1 		$1.92M Buy
93,012
+9,533
+11% +$195K ﹤0.01% 1262
2024
Q4 		$1.69M Buy
83,479
+37,977
+83% +$779K ﹤0.01% 1261
2024
Q3 		$955K Buy
+45,502
New +$945K ﹤0.01% 1430
2024
Q2 		– Sell
-16,178
Closed -$330K – 2665
2024
Q1 		$330K Buy
+16,178
New +$330K ﹤0.01% 1855

Other funds holding MBSD

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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBSD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 61% in Q2 2026, buying an estimated $2.42M and bringing the position to 310,227 shares worth $6.36M. The position accounts for 0.01% of the portfolio, ranked #874.

Wealth Enhancement Advisory Services first reported a position in MBSD in Q1 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold MBSD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 310,227 shares of FlexShares Disciplined Duration MBS Index Fund worth $6.36M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 117,195 FlexShares Disciplined Duration MBS Index Fund shares in Q2 2026, an estimated $2.42M.
  • FlexShares Disciplined Duration MBS Index Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #874 holding.
  • Wealth Enhancement Advisory Services first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q1 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.