Fermata Advisors’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Fermata Advisors’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 Q3	$10.9M	Sell	458,924 -4,155	-0.9%	-$102K	2.11%	7
2026 Q2	$11.5M	Sell	463,079 -11,074	-2%	-$277K	2.33%	7
2026 Q1	$11.8M	Buy	474,153 +6,711	+1%	+$169K	2.66%	5
2025 Q4	$11.8M	Sell	467,442 -19,818	-4%	-$502K	2.83%	5
2025 Q3	$12.3M	Buy	487,260 +130,819	+37%	+$3.28M	3.12%	4
2025 Q2	$8.9M	Buy	+356,441	New	+$8.78M	2.38%	6

Other funds holding MFSB

JRSI

Jeter Robert S II $151M AUM

EFS

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

BLC

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Fermata Advisors's MFSB Position: Q3 2026 in Review

Fermata Advisors reduced its MFS Active Core Plus Bond ETF (MFSB) stake by 0.9% in Q3 2026, selling an estimated $102K and leaving 458,924 shares worth $10.9M. The position accounts for 2.11% of the portfolio, ranked #7.

Fermata Advisors first reported a position in MFSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.3M in Q3 2025. 6 funds tracked by Wall St. Rank hold MFSB as of Q3 2026.

Fermata Advisors held 458,924 shares of MFS Active Core Plus Bond ETF worth $10.9M as of Q3 2026.
Fermata Advisors sold 4,155 MFS Active Core Plus Bond ETF shares in Q3 2026, an estimated $102K.
MFS Active Core Plus Bond ETF made up 2.11% of Fermata Advisors's portfolio in Q3 2026, its #7 holding.
Fermata Advisors first reported a position in MFS Active Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
Fermata Advisors's MFS Active Core Plus Bond ETF position peaked at $12.3M in Q3 2025.
6 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.