UBS Group
MFSB

UBS Group’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

UBS Group’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 		$224 Sell
9
-175
-95% -$4.37K ﹤0.01% 9981
2026
Q1 		$4.58K Sell
184
-158
-46% -$3.99K ﹤0.01% 8919
2025
Q4 		$8.62K Buy
342
+340
+17,000% +$8.61K ﹤0.01% 8346
2025
Q3 		$50 Sell
2
-197
-99% -$4.94K ﹤0.01% 10026
2025
Q2 		$4.97K Buy
+199
New +$4.9K ﹤0.01% 9224

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

UBS Group's MFSB Position: Q2 2026 in Review

UBS Group reduced its MFS Active Core Plus Bond ETF (MFSB) stake by 95% in Q2 2026, selling an estimated $4.37K and leaving 9 shares worth $224. The position accounts for ﹤0.01% of the portfolio, ranked #9981.

UBS Group first reported a position in MFSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.62K in Q4 2025. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • UBS Group held 9 shares of MFS Active Core Plus Bond ETF worth $224 as of Q2 2026.
  • UBS Group sold 175 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $4.37K.
  • MFS Active Core Plus Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9981 holding.
  • UBS Group first reported a position in MFS Active Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • UBS Group's MFS Active Core Plus Bond ETF position peaked at $8.62K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.