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
Q2 		$2.76M Buy
110,792
+5,239
+5% +$131K 0.02% 721
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 $4.22B AUM 26.72% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Integrated Wealth Concepts's MFSB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its MFS Active Core Plus Bond ETF (MFSB) stake by 5% in Q2 2026, buying an estimated $131K and bringing the position to 110,792 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #721.

Integrated Wealth Concepts first reported a position in MFSB in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Integrated Wealth Concepts held 110,792 shares of MFS Active Core Plus Bond ETF worth $2.76M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,239 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $131K.
  • MFS Active Core Plus Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #721 holding.
  • Integrated Wealth Concepts first reported a position in MFS Active Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.