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 Q2	$313K	Buy	+12,550	New	+$314K	0.06%	142

Other funds holding MFSB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $21.9B AUM 68.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Detalus Advisors's MFSB Position: Q2 2026 in Review

Detalus Advisors opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q2 2026: 12,550 shares worth $313K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings.

39 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

Detalus Advisors held 12,550 shares of MFS Active Core Plus Bond ETF worth $313K as of Q2 2026.
MFS Active Core Plus Bond ETF was a new Detalus Advisors position in Q2 2026.
MFS Active Core Plus Bond ETF made up 0.06% of Detalus Advisors's portfolio in Q2 2026, its #142 holding.
39 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.