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 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

BCA

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

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

Laurel Oak Wealth Management held its MFS Active Intermediate Muni Bond ETF (MFSM) position steady in Q2 2026 at 51,936 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #97.

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

Laurel Oak Wealth Management held 51,936 shares of MFS Active Intermediate Muni Bond ETF worth $1.31M as of Q2 2026.
Laurel Oak Wealth Management left its MFS Active Intermediate Muni Bond ETF share count unchanged in Q2 2026.
MFS Active Intermediate Muni Bond ETF made up 0.19% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #97 holding.
Laurel Oak Wealth Management first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

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