MIM
MFSB

Marshall Investment Management’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Marshall Investment Management’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 		$4.48M Sell
179,667
-1,432
-0.8% -$35.8K 1.86% 20
2026
Q1 		$4.51M Buy
181,099
+5,725
+3% +$144K 2.16% 14
2025
Q4 		$4.42M Buy
+175,374
New +$4.44M 2.22% 15

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Marshall Investment Management's MFSB Position: Q2 2026 in Review

Marshall Investment Management reduced its MFS Active Core Plus Bond ETF (MFSB) stake by 0.79% in Q2 2026, selling an estimated $35.8K and leaving 179,667 shares worth $4.48M. The position accounts for 1.86% of the portfolio, ranked #20.

Marshall Investment Management first reported a position in MFSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.51M in Q1 2026. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Marshall Investment Management held 179,667 shares of MFS Active Core Plus Bond ETF worth $4.48M as of Q2 2026.
  • Marshall Investment Management sold 1,432 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $35.8K.
  • MFS Active Core Plus Bond ETF made up 1.86% of Marshall Investment Management's portfolio in Q2 2026, its #20 holding.
  • Marshall Investment Management first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's MFS Active Core Plus Bond ETF position peaked at $4.51M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.