MFGM
MFSB

Marshall Financial Group (Maryland)’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Marshall Financial Group (Maryland)’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 		$25.7M Buy
1,031,497
+61,140
+6% +$1.53M 3.75% 5
2026
Q1 		$24.2M Buy
970,357
+57,036
+6% +$1.44M 3.87% 5
2025
Q4 		$23M Buy
913,321
+114,813
+14% +$2.91M 4.47% 2
2025
Q3 		$20.1M Buy
798,508
+63,117
+9% +$1.58M 3.92% 3
2025
Q2 		$18.2M Buy
+735,391
New +$18.1M 3.58% 5

Other funds holding MFSB

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
JRSI
Jeter Robert S II $104M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MFSB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its MFS Active Core Plus Bond ETF (MFSB) stake by 6.3% in Q2 2026, buying an estimated $1.53M and bringing the position to 1,031,497 shares worth $25.7M. The position accounts for 3.75% of the portfolio, ranked #5.

Marshall Financial Group (Maryland) first reported a position in MFSB in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,031,497 shares of MFS Active Core Plus Bond ETF worth $25.7M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 61,140 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $1.53M.
  • MFS Active Core Plus Bond ETF made up 3.75% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #5 holding.
  • Marshall Financial Group (Maryland) first reported a position in MFS Active Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.