Jones Financial Companies
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Jones Financial Companies’s iShares Biotechnology ETF IBB Stock Holding History

Jones Financial Companies’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.6M Buy
28,698
+4,785
+20% +$818K ﹤0.01% 1104
2025
Q4 		$4.04M Buy
23,913
+2,117
+10% +$344K ﹤0.01% 702
2025
Q3 		$3.07M Sell
21,796
-164
-0.7% -$22.4K ﹤0.01% 724
2025
Q2 		$2.78M Sell
21,960
-314
-1% -$38.5K ﹤0.01% 671
2025
Q1 		$2.9M Buy
22,274
+4,753
+27% +$644K ﹤0.01% 553
2024
Q4 		$2.32M Buy
17,521
+7,089
+68% +$997K ﹤0.01% 523
2024
Q3 		$1.51M Buy
10,432
+3,544
+51% +$513K ﹤0.01% 501
2024
Q2 		$945K Buy
6,888
+6,117
+793% +$817K ﹤0.01% 432
2024
Q1 		$106K Buy
+771
New +$105K ﹤0.01% 580

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