CRA Financial Services’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

CRA Financial 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 Q2	$315K	Hold	12,500	–	–	0.04%	251
2026 Q1	$311K	Sell	12,500 -1,000	-7%	-$25.2K	0.04%	240
2025 Q4	$338K	Hold	13,500	–	–	0.04%	223
2025 Q3	$335K	Buy	+13,500	New	+$331K	0.05%	220

Other funds holding MFSM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

MFGM

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

CRA Financial Services's MFSM Position: Q2 2026 in Review

CRA Financial Services held its MFS Active Intermediate Muni Bond ETF (MFSM) position steady in Q2 2026 at 12,500 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #251.

CRA Financial Services first reported a position in MFSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 4 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

CRA Financial Services held 12,500 shares of MFS Active Intermediate Muni Bond ETF worth $315K as of Q2 2026.
CRA Financial Services left its MFS Active Intermediate Muni Bond ETF share count unchanged in Q2 2026.
MFS Active Intermediate Muni Bond ETF made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #251 holding.
CRA Financial Services first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
CRA Financial Services's MFS Active Intermediate Muni Bond ETF position peaked at $338K in Q4 2025.
4 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.