Commonwealth Equity Services’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Commonwealth Equity Services’s Portfolio MFSB Stock Details MFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Buy	91,897 +9,554	+12%	+$239K	﹤0.01%	1984
2026 Q1	$2.05M	Buy	82,343 +20,387	+33%	+$514K	﹤0.01%	1987
2025 Q4	$1.56M	Buy	61,956 +22,335	+56%	+$565K	﹤0.01%	2186
2025 Q3	$999K	Buy	39,621 +15,208	+62%	+$381K	﹤0.01%	2580
2025 Q2	$609K	Buy	24,413 +12,290	+101%	+$303K	﹤0.01%	2997
2025 Q1	$301K	Buy	+12,123	New	+$299K	﹤0.01%	3494

Other funds holding MFSB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Commonwealth Equity Services's MFSB Position: Q2 2026 in Review

Commonwealth Equity Services increased its MFS Active Core Plus Bond ETF (MFSB) stake by 12% in Q2 2026, buying an estimated $239K and bringing the position to 91,897 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Commonwealth Equity Services first reported a position in MFSB in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

Commonwealth Equity Services held 91,897 shares of MFS Active Core Plus Bond ETF worth $2.29M as of Q2 2026.
Commonwealth Equity Services bought 9,554 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $239K.
MFS Active Core Plus Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1984 holding.
Commonwealth Equity Services first reported a position in MFS Active Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.