LPL Financial
MFSB

LPL Financial’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

LPL Financial’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 		$151M Buy
6,067,350
+1,221,698
+25% +$30.5M 0.03% 489
2026
Q1 		$121M Buy
4,845,652
+4,116,831
+565% +$104M 0.03% 509
2025
Q4 		$18.4M Buy
728,821
+327,542
+82% +$8.29M 0.01% 1462
2025
Q3 		$10.1M Buy
+401,279
New +$10.1M ﹤0.01% 1844

Other funds holding MFSB

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
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
JRSI
Jeter Robert S II $104M AUM
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial's MFSB Position: Q2 2026 in Review

LPL Financial increased its MFS Active Core Plus Bond ETF (MFSB) stake by 25% in Q2 2026, buying an estimated $30.5M and bringing the position to 6,067,350 shares worth $151M. The position accounts for 0.03% of the portfolio, ranked #489.

LPL Financial first reported a position in MFSB in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • LPL Financial held 6,067,350 shares of MFS Active Core Plus Bond ETF worth $151M as of Q2 2026.
  • LPL Financial bought 1,221,698 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $30.5M.
  • MFS Active Core Plus Bond ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #489 holding.
  • LPL Financial first reported a position in MFS Active Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.