Osaic Holdings
MFSB

Osaic Holdings’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Osaic Holdings’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
Q1 		$2.66M Buy
106,722
+105,923
+13,257% +$2.67M ﹤0.01% 1837
2025
Q4 		$20.1K Buy
+799
New +$20.2K ﹤0.01% 5877

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 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 $14.1B AUM 25.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings's MFSB Position: Q1 2026 in Review

Osaic Holdings increased its MFS Active Core Plus Bond ETF (MFSB) stake by 13,257% in Q1 2026, buying an estimated $2.67M and bringing the position to 106,722 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Osaic Holdings first reported a position in MFSB in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MFSB as of Q1 2026.

  • Osaic Holdings held 106,722 shares of MFS Active Core Plus Bond ETF worth $2.66M as of Q1 2026.
  • Osaic Holdings bought 105,923 MFS Active Core Plus Bond ETF shares in Q1 2026, an estimated $2.67M.
  • MFS Active Core Plus Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1837 holding.
  • Osaic Holdings first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.