P
MFSB

&Partners’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

&Partners’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 		$3.94M Buy
158,085
+108,398
+218% +$2.71M 0.02% 688
2026
Q1 		$1.24M Hold
49,687
– – 0.01% 1177
2025
Q4 		$1.25M Buy
+49,687
New +$1.26M 0.01% 1106

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

&Partners's MFSB Position: Q2 2026 in Review

&Partners increased its MFS Active Core Plus Bond ETF (MFSB) stake by 218% in Q2 2026, buying an estimated $2.71M and bringing the position to 158,085 shares worth $3.94M. The position accounts for 0.02% of the portfolio, ranked #688.

&Partners first reported a position in MFSB in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • &Partners held 158,085 shares of MFS Active Core Plus Bond ETF worth $3.94M as of Q2 2026.
  • &Partners bought 108,398 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $2.71M.
  • MFS Active Core Plus Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #688 holding.
  • &Partners first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.