Jones Financial Companies
MFSB

Jones Financial Companies’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Jones Financial Companies’s Portfolio MFSB Stock Details MFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.2M Buy
1,045,743
+311,619
+42% +$7.78M 0.01% 596
2026
Q1 		$18.2M Buy
734,124
+326,089
+80% +$8.23M 0.01% 624
2025
Q4 		$10.3M Buy
408,035
+345,495
+552% +$8.75M 0.01% 444
2025
Q3 		$1.58M Buy
+62,540
New +$1.57M ﹤0.01% 945

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies's MFSB Position: Q2 2026 in Review

Jones Financial Companies increased its MFS Active Core Plus Bond ETF (MFSB) stake by 42% in Q2 2026, buying an estimated $7.78M and bringing the position to 1,045,743 shares worth $26.2M. The position accounts for 0.01% of the portfolio, ranked #596.

Jones Financial Companies first reported a position in MFSB in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Jones Financial Companies held 1,045,743 shares of MFS Active Core Plus Bond ETF worth $26.2M as of Q2 2026.
  • Jones Financial Companies bought 311,619 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $7.78M.
  • MFS Active Core Plus Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #596 holding.
  • Jones Financial Companies first reported a position in MFS Active Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.