Envestnet Asset Management
MFSB

Envestnet Asset Management’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Envestnet Asset Management’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 		$1.45M Buy
58,154
+19,091
+49% +$477K ﹤0.01% 3382
2026
Q1 		$972K Buy
39,063
+23,698
+154% +$598K ﹤0.01% 3486
2025
Q4 		$387K Buy
+15,365
New +$389K ﹤0.01% 3869

Other funds holding MFSB

LPL Financial
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Envestnet Asset Management's MFSB Position: Q2 2026 in Review

Envestnet Asset Management increased its MFS Active Core Plus Bond ETF (MFSB) stake by 49% in Q2 2026, buying an estimated $477K and bringing the position to 58,154 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Envestnet Asset Management first reported a position in MFSB in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Envestnet Asset Management held 58,154 shares of MFS Active Core Plus Bond ETF worth $1.45M as of Q2 2026.
  • Envestnet Asset Management bought 19,091 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $477K.
  • MFS Active Core Plus Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3382 holding.
  • Envestnet Asset Management first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.