EFS
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Econ Financial Services’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Econ Financial 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
Q3 		$1.96M Buy
+82,496
New +$2.03M 0.82% 49

Other funds holding MFSB

FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
JRSI
Jeter Robert S II $151M AUM
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Econ Financial Services's MFSB Position: Q3 2026 in Review

Econ Financial Services opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q3 2026: 82,496 shares worth $1.96M. The stake represents 0.82% of the portfolio and ranks #49 among its holdings.

6 funds tracked by Wall St. Rank hold MFSB as of Q3 2026.

  • Econ Financial Services held 82,496 shares of MFS Active Core Plus Bond ETF worth $1.96M as of Q3 2026.
  • MFS Active Core Plus Bond ETF was a new Econ Financial Services position in Q3 2026.
  • MFS Active Core Plus Bond ETF made up 0.82% of Econ Financial Services's portfolio in Q3 2026, its #49 holding.
  • 6 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.