Jones Financial Companies
GOVT icon

Jones Financial Companies’s iShares US Treasury Bond ETF GOVT Stock Holding History

Jones Financial Companies’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.49M Buy
415,136
+39,448
+11% +$898K ﹤0.01% 943
2026
Q1 		$8.55M Buy
375,688
+52,907
+16% +$1.22M ﹤0.01% 872
2025
Q4 		$7.43M Buy
322,781
+62,777
+24% +$1.45M ﹤0.01% 524
2025
Q3 		$6M Buy
260,004
+34,906
+16% +$800K ﹤0.01% 524
2025
Q2 		$5.15M Buy
225,098
+55,880
+33% +$1.27M ﹤0.01% 489
2025
Q1 		$3.88M Buy
169,218
+74,248
+78% +$1.68M ﹤0.01% 485
2024
Q4 		$2.18M Buy
94,970
+44,923
+90% +$1.02M ﹤0.01% 536
2024
Q3 		$1.18M Buy
50,047
+40,297
+413% +$933K ﹤0.01% 561
2024
Q2 		$220K Buy
9,750
+9,310
+2,116% +$209K ﹤0.01% 804
2024
Q1 		$10K Buy
+440
New +$10K ﹤0.01% 1064
2022
Q1 		– Sell
-4,109
Closed -$110K – 744
2021
Q4 		$110K Hold
4,109
– – ﹤0.01% 300
2021
Q3 		$109K Sell
4,109
-1,983
-33% -$53.1K ﹤0.01% 265
2021
Q2 		$162K Sell
6,092
-2,762
-31% -$72.9K ﹤0.01% 237
2021
Q1 		$232K Sell
8,854
-2,401
-21% -$64.2K ﹤0.01% 213
2020
Q4 		$307K Buy
+11,255
New +$311K ﹤0.01% 190

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

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

Jones Financial Companies increased its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, buying an estimated $898K and bringing the position to 415,136 shares worth $9.49M. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Jones Financial Companies first reported a position in GOVT in Q4 2020 and has held it in 15 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Jones Financial Companies held 415,136 shares of iShares US Treasury Bond ETF worth $9.49M as of Q2 2026.
  • Jones Financial Companies bought 39,448 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $898K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #943 holding.
  • Jones Financial Companies first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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