MFGM
MFSM

Marshall Financial Group (Maryland)’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Marshall Financial Group (Maryland)’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 		$387K Hold
15,383
– – 0.06% 232
2026
Q1 		$382K Buy
15,383
+1,188
+8% +$29.9K 0.06% 221
2025
Q4 		$355K Buy
14,195
+5,210
+58% +$130K 0.07% 225
2025
Q3 		$223K Buy
+8,985
New +$220K 0.04% 238

Other funds holding MFSM

BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

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

Marshall Financial Group (Maryland) held its MFS Active Intermediate Muni Bond ETF (MFSM) position steady in Q2 2026 at 15,383 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #232.

Marshall Financial Group (Maryland) first reported a position in MFSM in Q3 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 15,383 shares of MFS Active Intermediate Muni Bond ETF worth $387K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its MFS Active Intermediate Muni Bond ETF share count unchanged in Q2 2026.
  • MFS Active Intermediate Muni Bond ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #232 holding.
  • Marshall Financial Group (Maryland) first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 4 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

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