MFSB — MFS ACTIVE CORE PLUS BOND ETF

Ownership history in Confluence Wealth Services, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in MFS ACTIVE CORE PLUS BOND ETF (MFSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.74% (2025 Q4)
Avg. % of fund
0.74%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 704,901 — — 0.74% $17.8M $25.03
% of Fund (quarterly)    MFSB price (monthly, adj. close)

Other funds also holding MFSB

As of 2025 Q4 — sorted by position size

Marshall Financial Group, LLC 3Y 4.47% Fermata Advisors, LLC 3Y 2.83% ROVIN CAPITAL /UT/ /ADV 3Y 0.3% LAUREL OAK WEALTH MANAGEMENT, LLC 0.06% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.02% &PARTNERS 3Y 7Y 0.01% JONES FINANCIAL COMPANIES LLLP 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.0% NATIXIS ADVISORS, LLC 3Y 7Y 0.0%
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