Envestnet Portfolio Solutions
MFSB

Envestnet Portfolio Solutions’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Envestnet Portfolio Solutions’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 		$225K Buy
+9,034
New +$226K ﹤0.01% 1318

Other funds holding MFSB

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
JRSI
Jeter Robert S II $104M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Envestnet Portfolio Solutions's MFSB Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q2 2026: 9,034 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings.

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

  • Envestnet Portfolio Solutions held 9,034 shares of MFS Active Core Plus Bond ETF worth $225K as of Q2 2026.
  • MFS Active Core Plus Bond ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • MFS Active Core Plus Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1318 holding.
  • 6 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.