Jones Financial Companies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4M Buy
58,105
+8,898
+18% +$613K ﹤0.01% 551
2025
Q1
$3.44M Buy
49,207
+21,210
+76% +$1.48M ﹤0.01% 512
2024
Q4
$1.92M Buy
27,997
+14,331
+105% +$981K ﹤0.01% 572
2024
Q3
$1.03M Buy
13,666
+7,418
+119% +$559K ﹤0.01% 604
2024
Q2
$439K Buy
6,248
+3,080
+97% +$216K ﹤0.01% 596
2024
Q1
$229K Buy
3,168
+2,929
+1,226% +$212K ﹤0.01% 440
2023
Q4
$17.8K Buy
+239
New +$17.8K ﹤0.01% 601