Jones Financial Companies
MFSM

Jones Financial Companies’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Jones Financial Companies’s Portfolio MFSM Stock Details MFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Buy
77,127
+68,810
+827% +$1.73M ﹤0.01% 1449
2025
Q4 		$208K Buy
+8,317
New +$208K ﹤0.01% 1890

Other funds holding MFSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWM
Platt Wealth Management San Diego, California $103M AUM
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Jones Financial Companies's MFSM Position: Q1 2026 in Review

Jones Financial Companies increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 827% in Q1 2026, buying an estimated $1.73M and bringing the position to 77,127 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Jones Financial Companies first reported a position in MFSM in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

  • Jones Financial Companies held 77,127 shares of MFS Active Intermediate Muni Bond ETF worth $1.91M as of Q1 2026.
  • Jones Financial Companies bought 68,810 MFS Active Intermediate Muni Bond ETF shares in Q1 2026, an estimated $1.73M.
  • MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1449 holding.
  • Jones Financial Companies first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.