JRSI
MFSB

Jeter Robert S II’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Jeter Robert S II’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 		$5.79M Buy
233,382
+4,679
+2% +$117K 5.55% 6
2026
Q1 		$5.73M Buy
+228,703
New +$5.77M 5.7% 6

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

Jeter Robert S II's MFSB Position: Q2 2026 in Review

Jeter Robert S II increased its MFS Active Core Plus Bond ETF (MFSB) stake by 2% in Q2 2026, buying an estimated $117K and bringing the position to 233,382 shares worth $5.79M. The position accounts for 5.55% of the portfolio, ranked #6.

Jeter Robert S II first reported a position in MFSB in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Jeter Robert S II held 233,382 shares of MFS Active Core Plus Bond ETF worth $5.79M as of Q2 2026.
  • Jeter Robert S II bought 4,679 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $117K.
  • MFS Active Core Plus Bond ETF made up 5.55% of Jeter Robert S II's portfolio in Q2 2026, its #6 holding.
  • Jeter Robert S II first reported a position in MFS Active Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.