LOWM
MFSB

Laurel Oak Wealth Management’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Laurel Oak Wealth Management’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 		$321K Sell
12,877
-7,626
-37% -$191K 0.05% 277
2026
Q1 		$510K Buy
20,503
+5,734
+39% +$145K 0.09% 188
2025
Q4 		$372K Buy
+14,769
New +$374K 0.06% 230

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

Laurel Oak Wealth Management's MFSB Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its MFS Active Core Plus Bond ETF (MFSB) stake by 37% in Q2 2026, selling an estimated $191K and leaving 12,877 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #277.

Laurel Oak Wealth Management first reported a position in MFSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $510K in Q1 2026. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Laurel Oak Wealth Management held 12,877 shares of MFS Active Core Plus Bond ETF worth $321K as of Q2 2026.
  • Laurel Oak Wealth Management sold 7,626 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $191K.
  • MFS Active Core Plus Bond ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Laurel Oak Wealth Management first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's MFS Active Core Plus Bond ETF position peaked at $510K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.