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
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 $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

&Partners's MFSB Position: Q1 2026 in Review

&Partners held its MFS Active Core Plus Bond ETF (MFSB) position steady in Q1 2026 at 49,687 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1177.

&Partners first reported a position in MFSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.25M in Q4 2025. 33 funds tracked by Wall St. Rank hold MFSB as of Q1 2026.

  • &Partners held 49,687 shares of MFS Active Core Plus Bond ETF worth $1.24M as of Q1 2026.
  • &Partners left its MFS Active Core Plus Bond ETF share count unchanged in Q1 2026.
  • MFS Active Core Plus Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1177 holding.
  • &Partners first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • &Partners's MFS Active Core Plus Bond ETF position peaked at $1.25M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.