Richmond Investment Services’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Richmond Investment Services’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	$201K	Buy	+8,081	New	+$204K	0.03%	251

Other funds holding MFSB

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 $625M AUM 21.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Richmond Investment Services's MFSB Position: Q1 2026 in Review

Richmond Investment Services opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q1 2026: 8,081 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings.

33 funds tracked by Wall St. Rank hold MFSB as of Q1 2026.

Richmond Investment Services held 8,081 shares of MFS Active Core Plus Bond ETF worth $201K as of Q1 2026.
MFS Active Core Plus Bond ETF was a new Richmond Investment Services position in Q1 2026.
MFS Active Core Plus Bond ETF made up 0.03% of Richmond Investment Services's portfolio in Q1 2026, its #251 holding.
33 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.