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 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 $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

LOWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Platt Wealth Management San Diego, California $103M AUM

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

FAS Wealth Partners's MFSM Position: Q1 2026 in Review

FAS Wealth Partners increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 5.1% in Q1 2026, buying an estimated $82.2K and bringing the position to 67,656 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #142.

FAS Wealth Partners first reported a position in MFSM in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

FAS Wealth Partners held 67,656 shares of MFS Active Intermediate Muni Bond ETF worth $1.68M as of Q1 2026.
FAS Wealth Partners bought 3,261 MFS Active Intermediate Muni Bond ETF shares in Q1 2026, an estimated $82.2K.
MFS Active Intermediate Muni Bond ETF made up 0.1% of FAS Wealth Partners's portfolio in Q1 2026, its #142 holding.
FAS Wealth Partners first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.