WCG Wealth Advisors’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

WCG Wealth Advisors’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	$42.1M	Buy	+1,691,285	New	+$42.7M	1.18%	17

Other funds holding MFSB

LPL Financial San Diego, California $377B AUM 19.32% 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

JRSI

Jeter Robert S II $104M AUM

WCG Wealth Advisors's MFSB Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in MFS Active Core Plus Bond ETF (MFSB) in Q1 2026: 1,691,285 shares worth $42.1M. The stake represents 1.18% of the portfolio and ranks #17 among its holdings.

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

WCG Wealth Advisors held 1,691,285 shares of MFS Active Core Plus Bond ETF worth $42.1M as of Q1 2026.
MFS Active Core Plus Bond ETF was a new WCG Wealth Advisors position in Q1 2026.
MFS Active Core Plus Bond ETF made up 1.18% of WCG Wealth Advisors's portfolio in Q1 2026, its #17 holding.
33 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.