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 Q2	$688K	Sell	27,293 -153	-0.6%	-$3.84K	0.16%	94
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 $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LOWM

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

PWM

Platt Wealth Management San Diego, California $124M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Landmark Wealth Management (New York)'s MFSM Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 0.56% in Q2 2026, selling an estimated $3.84K and leaving 27,293 shares worth $688K. The position accounts for 0.16% of the portfolio, ranked #94.

Landmark Wealth Management (New York) first reported a position in MFSM in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

Landmark Wealth Management (New York) held 27,293 shares of MFS Active Intermediate Muni Bond ETF worth $688K as of Q2 2026.
Landmark Wealth Management (New York) sold 153 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $3.84K.
MFS Active Intermediate Muni Bond ETF made up 0.16% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #94 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 5 quarters since.
18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.