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 Q3	$904K	Buy	38,009 +25,132	+195%	+$617K	0.13%	130
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

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

JRSI

Jeter Robert S II $151M AUM

EFS

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BLC

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Laurel Oak Wealth Management's MFSB Position: Q3 2026 in Review

Laurel Oak Wealth Management increased its MFS Active Core Plus Bond ETF (MFSB) stake by 195% in Q3 2026, buying an estimated $617K and bringing the position to 38,009 shares worth $904K. The position accounts for 0.13% of the portfolio, ranked #130.

Laurel Oak Wealth Management first reported a position in MFSB in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold MFSB as of Q3 2026.

Laurel Oak Wealth Management held 38,009 shares of MFS Active Core Plus Bond ETF worth $904K as of Q3 2026.
Laurel Oak Wealth Management bought 25,132 MFS Active Core Plus Bond ETF shares in Q3 2026, an estimated $617K.
MFS Active Core Plus Bond ETF made up 0.13% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #130 holding.
Laurel Oak Wealth Management first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.