FAS Wealth Partners’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

FAS Wealth Partners’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 Q2	$1.81M	Buy	71,791 +4,135	+6%	+$104K	0.09%	144
2026 Q1	$1.68M	Buy	67,656 +3,261	+5%	+$82.2K	0.1%	142
2025 Q4	$1.61M	Buy	64,395 +97	+0.2%	+$2.43K	0.1%	136
2025 Q3	$1.6M	Buy	+64,298	New	+$1.58M	0.11%	135

Other funds holding MFSM

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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

PWM

Platt Wealth Management San Diego, California $124M AUM

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FAS Wealth Partners's MFSM Position: Q2 2026 in Review

FAS Wealth Partners increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 6.1% in Q2 2026, buying an estimated $104K and bringing the position to 71,791 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #144.

FAS Wealth Partners first reported a position in MFSM in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

FAS Wealth Partners held 71,791 shares of MFS Active Intermediate Muni Bond ETF worth $1.81M as of Q2 2026.
FAS Wealth Partners bought 4,135 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $104K.
MFS Active Intermediate Muni Bond ETF made up 0.09% of FAS Wealth Partners's portfolio in Q2 2026, its #144 holding.
FAS Wealth Partners first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.