Marshall Financial Group LLC Grows Holdings in MFS Active Core Plus Bond ETF $MFSB

Marshall Financial Group LLC boosted its position in shares of MFS Active Core Plus Bond ETF (NYSEARCA:MFSB) by 14.4% in the fourth quarter, Holdings Channel reports. The firm owned 913,321 shares of the company’s stock after purchasing an additional 114,813 shares during the period. MFS Active Core Plus Bond ETF accounts for 4.5% of Marshall Financial Group LLC’s investment portfolio, making the stock its 2nd biggest holding. Marshall Financial Group LLC owned approximately 0.14% of MFS Active Core Plus Bond ETF worth $23,029,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the company. Fermata Advisors LLC raised its holdings in MFS Active Core Plus Bond ETF by 36.7% in the third quarter. Fermata Advisors LLC now owns 487,260 shares of the company’s stock worth $12,291,000 after purchasing an additional 130,819 shares during the period. Jones Financial Companies Lllp acquired a new position in shares of MFS Active Core Plus Bond ETF in the 3rd quarter valued at $1,581,000. DAVENPORT & Co LLC grew its holdings in shares of MFS Active Core Plus Bond ETF by 18.0% in the 3rd quarter. DAVENPORT & Co LLC now owns 24,250 shares of the company’s stock valued at $612,000 after buying an additional 3,700 shares during the period. Citadel Advisors LLC bought a new stake in shares of MFS Active Core Plus Bond ETF in the 3rd quarter valued at $2,324,000. Finally, Integrated Wealth Concepts LLC bought a new stake in shares of MFS Active Core Plus Bond ETF in the 3rd quarter valued at $2,176,000.

MFS Active Core Plus Bond ETF Stock Down 0.9%

Shares of MFS Active Core Plus Bond ETF stock opened at $24.83 on Monday. The stock’s fifty day simple moving average is $25.28 and its 200 day simple moving average is $25.30. MFS Active Core Plus Bond ETF has a 12 month low of $24.15 and a 12 month high of $25.57.

MFS Active Core Plus Bond ETF Profile

The MFS Active Core Plus Bond ETF (MFSB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that invests in debt securities of any credit quality and maturity issued by governments and corporations from around the globe. The fund seeks total return with an emphasis on current income. MFSB was launched on Dec 5, 2024 and is issued by MFS.