IWC
MFSB

Integrated Wealth Concepts’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Integrated Wealth Concepts’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
Q1 		$2.63M Buy
+105,553
New +$2.66M 0.02% 656
2025
Q4 		– Sell
-86,262
Closed -$2.18M – 2079
2025
Q3 		$2.18M Buy
+86,262
New +$2.16M 0.02% 645

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Integrated Wealth Concepts's MFSB Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q1 2026: 105,553 shares worth $2.63M. The stake represents 0.02% of the portfolio and ranks #656 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in MFSB as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in MFSB in Q3 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MFSB as of Q1 2026.

  • Integrated Wealth Concepts held 105,553 shares of MFS Active Core Plus Bond ETF worth $2.63M as of Q1 2026.
  • MFS Active Core Plus Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • MFS Active Core Plus Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #656 holding.
  • Integrated Wealth Concepts first reported a position in MFS Active Core Plus Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.