Landmark Wealth Management (New York)’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Landmark Wealth Management (New York)’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 Q1	$682K	Buy	27,446 +8,700	+46%	+$219K	0.18%	91
2025 Q4	$469K	Buy	18,746 +213	+1%	+$5.33K	0.18%	63
2025 Q3	$460K	Buy	18,533 +3,240	+21%	+$79.5K	0.18%	62
2025 Q2	$374K	Buy	+15,293	New	+$372K	0.16%	68

Other funds holding MFSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Platt Wealth Management San Diego, California $103M AUM

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Landmark Wealth Management (New York)'s MFSM Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 46% in Q1 2026, buying an estimated $219K and bringing the position to 27,446 shares worth $682K. The position accounts for 0.18% of the portfolio, ranked #91.

Landmark Wealth Management (New York) first reported a position in MFSM in Q2 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

Landmark Wealth Management (New York) held 27,446 shares of MFS Active Intermediate Muni Bond ETF worth $682K as of Q1 2026.
Landmark Wealth Management (New York) bought 8,700 MFS Active Intermediate Muni Bond ETF shares in Q1 2026, an estimated $219K.
MFS Active Intermediate Muni Bond ETF made up 0.18% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #91 holding.
Landmark Wealth Management (New York) first reported a position in MFS Active Intermediate Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.