Truist Financial
MFSB

Truist Financial’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Truist Financial’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 		$1.69M Sell
67,852
-9,537
-12% -$238K ﹤0.01% 1475
2026
Q1 		$1.93M Buy
77,389
+3,913
+5% +$98.7K ﹤0.01% 1352
2025
Q4 		$1.85M Buy
+73,476
New +$1.86M ﹤0.01% 1339

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

Truist Financial's MFSB Position: Q2 2026 in Review

Truist Financial reduced its MFS Active Core Plus Bond ETF (MFSB) stake by 12% in Q2 2026, selling an estimated $238K and leaving 67,852 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Truist Financial first reported a position in MFSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q1 2026. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Truist Financial held 67,852 shares of MFS Active Core Plus Bond ETF worth $1.69M as of Q2 2026.
  • Truist Financial sold 9,537 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $238K.
  • MFS Active Core Plus Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1475 holding.
  • Truist Financial first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Truist Financial's MFS Active Core Plus Bond ETF position peaked at $1.93M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.