PWM
MFSM

Platt Wealth Management’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Platt Wealth Management’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 		$1.02M Buy
40,475
+3,600
+10% +$90.3K 0.82% 27
2026
Q1 		$916K Hold
36,875
– – 0.89% 25
2025
Q4 		$923K Buy
+36,875
New +$923K 0.92% 21

Other funds holding MFSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Platt Wealth Management's MFSM Position: Q2 2026 in Review

Platt Wealth Management increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 9.8% in Q2 2026, buying an estimated $90.3K and bringing the position to 40,475 shares worth $1.02M. The position accounts for 0.82% of the portfolio, ranked #27.

Platt Wealth Management first reported a position in MFSM in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

  • Platt Wealth Management held 40,475 shares of MFS Active Intermediate Muni Bond ETF worth $1.02M as of Q2 2026.
  • Platt Wealth Management bought 3,600 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $90.3K.
  • MFS Active Intermediate Muni Bond ETF made up 0.82% of Platt Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Platt Wealth Management first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.