Marshall Investment Management LLC Invests $4.42 Million in MFS Active Core Plus Bond ETF $MFSB

Marshall Investment Management LLC acquired a new stake in MFS Active Core Plus Bond ETF (NYSEARCA:MFSB) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 175,374 shares of the company’s stock, valued at approximately $4,422,000. MFS Active Core Plus Bond ETF makes up approximately 2.2% of Marshall Investment Management LLC’s portfolio, making the stock its 15th biggest position. Marshall Investment Management LLC owned 2.28% of MFS Active Core Plus Bond ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in MFSB. Goldman Sachs Group Inc. bought a new stake in shares of MFS Active Core Plus Bond ETF in the first quarter valued at about $246,000. Private Advisor Group LLC bought a new stake in shares of MFS Active Core Plus Bond ETF in the third quarter valued at about $246,000. Jane Street Group LLC bought a new stake in shares of MFS Active Core Plus Bond ETF in the first quarter valued at about $398,000. DAVENPORT & Co LLC raised its holdings in shares of MFS Active Core Plus Bond ETF by 9.9% in the fourth quarter. DAVENPORT & Co LLC now owns 26,650 shares of the company’s stock valued at $672,000 after acquiring an additional 2,400 shares in the last quarter. Finally, Jones Financial Companies Lllp bought a new stake in shares of MFS Active Core Plus Bond ETF in the third quarter valued at about $1,581,000.

MFS Active Core Plus Bond ETF Stock Performance

MFSB stock opened at $24.83 on Tuesday. The business has a 50-day moving average price of $24.98 and a 200 day moving average price of $25.18. MFS Active Core Plus Bond ETF has a 1-year low of $24.51 and a 1-year high of $25.57.

MFS Active Core Plus Bond ETF Company 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.