Golden State Equity Partners’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Golden State Equity 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	–	Sell	-31,500	Closed	-$783K	–	1863
2026 Q1	$783K	Buy	+31,500	New	+$794K	0.06%	336

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FWP

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BCA

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KPWS

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LOWM

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PWM

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LWMNY

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

Golden State Equity Partners's MFSM Position: Q2 2026 in Review

Golden State Equity Partners sold out of MFS Active Intermediate Muni Bond ETF (MFSM) in Q2 2026, closing a stake of 31,500 shares — an estimated $783K sold.

Golden State Equity Partners first reported a position in MFSM in Q1 2026 and held it in 1 quarter. The position peaked at $783K in Q1 2026. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

Golden State Equity Partners reported no remaining MFS Active Intermediate Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 31,500 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $783K.
Golden State Equity Partners first reported a position in MFS Active Intermediate Muni Bond ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's MFS Active Intermediate Muni Bond ETF position peaked at $783K in Q1 2026.
18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.