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White Sand Wealth Management LLC’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

White Sand Wealth Management LLC’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 		$4.48M Buy
+190,636
New +$4.69M 3.24% 12

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Bay Colony Advisors
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Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Laurel Oak Wealth Management
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Platt Wealth Management
Platt Wealth Management San Diego, California $129M AUM 17.42% 1-Year Est. Return

White Sand Wealth Management LLC's MFSM Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in MFS Active Intermediate Muni Bond ETF (MFSM) in Q3 2026: 190,636 shares worth $4.48M. The stake represents 3.24% of the portfolio and ranks #12 among its holdings.

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

  • White Sand Wealth Management LLC held 190,636 shares of MFS Active Intermediate Muni Bond ETF worth $4.48M as of Q3 2026.
  • MFS Active Intermediate Muni Bond ETF was a new White Sand Wealth Management LLC position in Q3 2026.
  • MFS Active Intermediate Muni Bond ETF made up 3.24% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #12 holding.
  • 22 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.