— Know what they know.
Not Investment Advice

MBSD

FlexShares Disciplined Duration MBS Index Fund
1W: -0.4% 1M: -0.9% 3M: -1.7% YTD: -0.6% 1Y: +3.7% 3Y: +11.3% 5Y: +1.7%
$20.56
+0.02 (+0.11%)
 
Weekly Expected Move ±0.6%
$20 $20 $20 $21 $21
ETF AMEX · AUM $94.3M
Key Statistics
AUM$94M
Holdings482
Top 10 Wt19.1%
Volume48,581
Avg Volume9,643
Beta0.74
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2014-09-04
Sector Allocation
Other 100.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 TBA UMBS SINGLE FAMILY 30YR 6.5 06/24 3.66% $3.4M 3,300,000
2 TBA UMBS SINGLE FAMILY 30YR 7.0 06/24 3.11% $2.9M 2,750,000
3 CASH 2.31% $2.2M 2,150,866
4 TBA UMBS SINGLE FAMILY 30YR 4.0 06/24 2.13% $2.0M 2,150,000
5 UMBS MORTPASS 6.5% 01/JUN/2055 CL PN# SL2769 1.45% $1.4M 1,291,905
6 TBA UMBS SINGLE FAMILY 30YR 5.0 06/24 1.36% $1.3M 1,300,000
7 UMBS MORTPASS 4% 01/AUG/2040 CT PN# FS7792 1.32% $1.2M 1,277,997
8 GNMA I MORTPASS 3.5% 15/JUN/2046 SP PN# 785274 1.30% $1.2M 1,319,778
9 UMBS MORTPASS 2% 01/SEP/2036 CI PN# MA4418 1.28% $1.2M 1,311,867
10 UMBS MORTPASS 6% 01/SEP/2039 CI PN# FA0742 1.22% $1.1M 1,104,382

Recent Holding Changes

Date Holding Change Details
2026-05-13 Removed
2026-05-11 Changed 97850851 → 97874861
2026-05-06 Changed 99374812 → 97850851
2026-05-05 Changed 98496536 → 99374812
2026-05-02 Changed 106357747 → 98496536

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms