MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB)

Historical Holders from Q4 2024 to Q3 2025

Symbol: MFSB
Type / Class: Equity / CORE PLUS BD ETF
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 2,316,384
Holdings value: $58,433,505
% of all portfolios: 0%
Number of holders: 13
Number of buys: 11
Number of sells: -3
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	2,316,384	$58,433,505	+$25,846,356			$25.22	13
2025 Q2	1,292,266	$32,144,057	+$29,994,777			$24.96	9
2025 Q1	86,122	$2,136,782	+$1,626,973			$24.81	6
2024 Q4	20,550	$505,275	+$505,275			$24.59	1