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 Q3	$317K	Buy	13,500 +1,000	+8%	+$24.6K	0.04%	248
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

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

CRA Financial Services's MFSM Position: Q3 2026 in Review

CRA Financial Services increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 8% in Q3 2026, buying an estimated $24.6K and bringing the position to 13,500 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #248.

CRA Financial Services first reported a position in MFSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $338K in Q4 2025. 3 funds tracked by Wall St. Rank hold MFSM as of Q3 2026.

CRA Financial Services held 13,500 shares of MFS Active Intermediate Muni Bond ETF worth $317K as of Q3 2026.
CRA Financial Services bought 1,000 MFS Active Intermediate Muni Bond ETF shares in Q3 2026, an estimated $24.6K.
MFS Active Intermediate Muni Bond ETF made up 0.04% of CRA Financial Services's portfolio in Q3 2026, its #248 holding.
CRA Financial Services first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
CRA Financial Services's MFS Active Intermediate Muni Bond ETF position peaked at $338K in Q4 2025.
3 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.