Commonwealth Equity Services’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Commonwealth Equity Services’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	$381K	Buy	15,321 +1,313	+9%	+$33.1K	﹤0.01%	3452
2025 Q4	$351K	Buy	+14,008	New	+$351K	﹤0.01%	3518

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

Commonwealth Equity Services's MFSM Position: Q1 2026 in Review

Commonwealth Equity Services increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 9.4% in Q1 2026, buying an estimated $33.1K and bringing the position to 15,321 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

Commonwealth Equity Services first reported a position in MFSM in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

Commonwealth Equity Services held 15,321 shares of MFS Active Intermediate Muni Bond ETF worth $381K as of Q1 2026.
Commonwealth Equity Services bought 1,313 MFS Active Intermediate Muni Bond ETF shares in Q1 2026, an estimated $33.1K.
MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3452 holding.
Commonwealth Equity Services first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.