Detalus Advisors’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Detalus Advisors’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 Q3	–	Sell	-12,550	Closed	-$313K	–	198
2026 Q2	$313K	Buy	+12,550	New	+$314K	0.06%	142

Other funds holding MFSB

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

JRSI

Jeter Robert S II $151M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BLC

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Detalus Advisors's MFSB Position: Q3 2026 in Review

Detalus Advisors sold out of MFS Active Core Plus Bond ETF (MFSB) in Q3 2026, closing a stake of 12,550 shares — an estimated $313K sold.

Detalus Advisors first reported a position in MFSB in Q2 2026 and held it in 1 quarter. The position peaked at $313K in Q2 2026. 4 funds tracked by Wall St. Rank hold MFSB as of Q3 2026.

Detalus Advisors reported no remaining MFS Active Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
Detalus Advisors sold 12,550 MFS Active Core Plus Bond ETF shares in Q3 2026, an estimated $313K.
Detalus Advisors first reported a position in MFS Active Core Plus Bond ETF in Q2 2026 and held it in 1 quarter.
Detalus Advisors's MFS Active Core Plus Bond ETF position peaked at $313K in Q2 2026.
4 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.