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Flexshares Tr discp dur mbs shares owned by Change Path

Quarter-by-quarter ownership of Flexshares Tr discp dur mbs (MBSD) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Flexshares Tr discp dur mbs

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr discp dur mbs held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr discp dur mbs by Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 54k 20.56
2023-09-30 $464k 24k 19.75

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

Top funds holding Flexshares Tr discp dur mbs

Boltwood Capital Management
Trivant Custom Portfolio Group
Cottonwood Capital Advisors
Jane Street
Titleist Asset Management
Change Path
Raymond James & Associates
Wilbanks Smith & Thomas Asset Management
NBT Bank
Wealth Enhancement Advisory Services
CoreCap Advisors
Birchcreek Wealth Management
Citadel Advisors
Bank of America Corporation
Investors Research Corp

View all funds holding Flexshares Tr discp dur mbs