Bank of America
MFSM

Bank of America’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Bank of America’s Portfolio MFSM Stock Details MFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,039
Closed -$151K – 7119
2025
Q4 		$151K Buy
+6,039
New +$151K ﹤0.01% 5466

Other funds holding MFSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWM
Platt Wealth Management San Diego, California $103M AUM
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America's MFSM Position: Q1 2026 in Review

Bank of America sold out of MFS Active Intermediate Muni Bond ETF (MFSM) in Q1 2026, closing a stake of 6,039 shares — an estimated $151K sold.

Bank of America first reported a position in MFSM in Q4 2025 and held it in 1 quarter. The position peaked at $151K in Q4 2025. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

  • Bank of America reported no remaining MFS Active Intermediate Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 6,039 MFS Active Intermediate Muni Bond ETF shares in Q1 2026, an estimated $151K.
  • Bank of America first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's MFS Active Intermediate Muni Bond ETF position peaked at $151K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.