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Flexshares Tr discp dur mbs shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 579 20.86
2025-06-30 $12k 579 20.70
2025-03-31 $12k 583 20.65
2024-12-31 $24k 1.2k 20.24
2024-09-30 $25k 1.2k 20.98
2024-06-30 $69k 3.3k 20.68

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View all positions for EverSource Wealth Advisors

Top funds holding Flexshares Tr discp dur mbs

Northern Trust
Cottonwood Capital Advisors
Boltwood Capital Management
Change Path
We Are One Seven
Morgan Stanley
Titleist Asset Management
Raymond James Financial
Jones Financial Companies, L.L
Jane Street
Atria Investments
CoreCap Advisors
LPL Financial
Cambridge Investment Research Advisors
Citadel Advisors

View all funds holding Flexshares Tr discp dur mbs