CWS
MFSB

Confluence Wealth Services’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Confluence Wealth 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
Q1 		$27.9M Buy
1,122,766
+417,865
+59% +$10.5M 1.08% 21
2025
Q4 		$17.8M Buy
+704,901
New +$17.8M 0.74% 26

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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 $14.1B AUM 25.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JRSI
Jeter Robert S II $104M AUM

Confluence Wealth Services's MFSB Position: Q1 2026 in Review

Confluence Wealth Services increased its MFS Active Core Plus Bond ETF (MFSB) stake by 59% in Q1 2026, buying an estimated $10.5M and bringing the position to 1,122,766 shares worth $27.9M. The position accounts for 1.08% of the portfolio, ranked #21.

Confluence Wealth Services first reported a position in MFSB in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MFSB as of Q1 2026.

  • Confluence Wealth Services held 1,122,766 shares of MFS Active Core Plus Bond ETF worth $27.9M as of Q1 2026.
  • Confluence Wealth Services bought 417,865 MFS Active Core Plus Bond ETF shares in Q1 2026, an estimated $10.5M.
  • MFS Active Core Plus Bond ETF made up 1.08% of Confluence Wealth Services's portfolio in Q1 2026, its #21 holding.
  • Confluence Wealth Services first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q1 2026.

Based on Confluence Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.