Laurel Oak Wealth Management’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Laurel Oak Wealth Management’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 Q3	$1.3M	Buy	55,212 +3,276	+6%	+$80.6K	0.18%	91
2026 Q2	$1.31M	Hold	51,936	–	–	0.19%	97
2026 Q1	$1.29M	Hold	51,936	–	–	0.22%	88
2025 Q4	$1.3M	Buy	+51,936	New	+$1.3M	0.22%	86

Other funds holding MFSM

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

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

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

Laurel Oak Wealth Management increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 6.3% in Q3 2026, buying an estimated $80.6K and bringing the position to 55,212 shares worth $1.3M. The position accounts for 0.18% of the portfolio, ranked #91.

Laurel Oak Wealth Management first reported a position in MFSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q2 2026. 3 funds tracked by Wall St. Rank hold MFSM as of Q3 2026.

Laurel Oak Wealth Management held 55,212 shares of MFS Active Intermediate Muni Bond ETF worth $1.3M as of Q3 2026.
Laurel Oak Wealth Management bought 3,276 MFS Active Intermediate Muni Bond ETF shares in Q3 2026, an estimated $80.6K.
MFS Active Intermediate Muni Bond ETF made up 0.18% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #91 holding.
Laurel Oak Wealth Management first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
Laurel Oak Wealth Management's MFS Active Intermediate Muni Bond ETF position peaked at $1.31M in Q2 2026.
3 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q3 2026.

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