Jones Financial Companies’s Aberdeen Municipal Income Fund MFM Stock Holding History

Jones Financial Companies’s Portfolio MFM Stock Details MFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,127	Closed	-$26.5K	–	4324
2025 Q2	$26.5K	Buy	5,127 +3,660	+249%	+$18.8K	﹤0.01%	2484
2025 Q1	$7.78K	Buy	+1,467	New	+$7.96K	﹤0.01%	2814
2024 Q4	–	Sell	-16,436	Closed	-$93.8K	–	3469
2024 Q3	$93.8K	Buy	+16,436	New	+$91K	﹤0.01%	1427
2022 Q4	–	Sell	-10,000	Closed	-$48K	–	755
2022 Q3	$48K	Hold	10,000	–	–	﹤0.01%	330
2022 Q2	$54K	Hold	10,000	–	–	﹤0.01%	330
2022 Q1	$61K	Hold	10,000	–	–	﹤0.01%	332
2021 Q4	$70K	Buy	+10,000	New	+$69.6K	﹤0.01%	332

Other funds holding MFM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jones Financial Companies's MFM Position: Q3 2025 in Review

Jones Financial Companies sold out of Aberdeen Municipal Income Fund (MFM) in Q3 2025, closing a stake of 5,127 shares — an estimated $26.5K sold.

Jones Financial Companies first reported a position in MFM in Q4 2021 and held it in 7 quarters. The position peaked at $93.8K in Q3 2024. 87 funds tracked by Wall St. Rank hold MFM as of Q3 2025.

Jones Financial Companies reported no remaining Aberdeen Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Jones Financial Companies sold 5,127 Aberdeen Municipal Income Fund shares in Q3 2025, an estimated $26.5K.
Jones Financial Companies first reported a position in Aberdeen Municipal Income Fund in Q4 2021 and held it in 7 quarters.
Jones Financial Companies's Aberdeen Municipal Income Fund position peaked at $93.8K in Q3 2024.
87 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.