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

Econ 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	$1.75M	Buy	+74,636	New	+$1.84M	0.73%	55

Other funds holding MFSM

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

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

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

Econ Financial Services opened a new position in MFS Active Intermediate Muni Bond ETF (MFSM) in Q3 2026: 74,636 shares worth $1.75M. The stake represents 0.73% of the portfolio and ranks #55 among its holdings.

3 funds tracked by Wall St. Rank hold MFSM as of Q3 2026.

Econ Financial Services held 74,636 shares of MFS Active Intermediate Muni Bond ETF worth $1.75M as of Q3 2026.
MFS Active Intermediate Muni Bond ETF was a new Econ Financial Services position in Q3 2026.
MFS Active Intermediate Muni Bond ETF made up 0.73% of Econ Financial Services's portfolio in Q3 2026, its #55 holding.
3 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q3 2026.

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