Citadel Advisors’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Citadel Advisors’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	-24,103	Closed	-$604K	–	14600
2025 Q4	$604K	Buy	24,103 +903	+4%	+$22.6K	﹤0.01%	8579
2025 Q3	$576K	Buy	23,200 +1,568	+7%	+$38.5K	﹤0.01%	8784
2025 Q2	$529K	Buy	+21,632	New	+$526K	﹤0.01%	8503
2025 Q1	–	Sell	-9,343	Closed	-$230K	–	15873
2024 Q4	$230K	Buy	+9,343	New	+$232K	﹤0.01%	10185

Other funds holding MFSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors's MFSM Position: Q1 2026 in Review

Citadel Advisors sold out of MFS Active Intermediate Muni Bond ETF (MFSM) in Q1 2026, closing a stake of 24,103 shares — an estimated $604K sold.

Citadel Advisors first reported a position in MFSM in Q4 2024 and held it in 4 quarters. The position peaked at $604K in Q4 2025. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

Citadel Advisors reported no remaining MFS Active Intermediate Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 24,103 MFS Active Intermediate Muni Bond ETF shares in Q1 2026, an estimated $604K.
Citadel Advisors first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2024 and held it in 4 quarters.
Citadel Advisors's MFS Active Intermediate Muni Bond ETF position peaked at $604K in Q4 2025.
16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.