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
Q2 		$6.54M Buy
258,876
+181,749
+236% +$4.56M ﹤0.01% 1066
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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
PWM
Platt Wealth Management San Diego, California $124M AUM
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jones Financial Companies increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 236% in Q2 2026, buying an estimated $4.56M and bringing the position to 258,876 shares worth $6.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Jones Financial Companies first reported a position in MFSM in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

  • Jones Financial Companies held 258,876 shares of MFS Active Intermediate Muni Bond ETF worth $6.54M as of Q2 2026.
  • Jones Financial Companies bought 181,749 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $4.56M.
  • MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1066 holding.
  • Jones Financial Companies first reported a position in MFS Active Intermediate Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

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