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
Q2 		$6.35M Buy
33,901
+5,203
+18% +$894K ﹤0.01% 1082
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

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Biotechnology ETF (IBB) stake by 18% in Q2 2026, buying an estimated $894K and bringing the position to 33,901 shares worth $6.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Jones Financial Companies first reported a position in IBB in Q1 2024 and has held it in 10 quarters since. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Jones Financial Companies held 33,901 shares of iShares Biotechnology ETF worth $6.35M as of Q2 2026.
  • Jones Financial Companies bought 5,203 iShares Biotechnology ETF shares in Q2 2026, an estimated $894K.
  • iShares Biotechnology ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1082 holding.
  • Jones Financial Companies first reported a position in iShares Biotechnology ETF in Q1 2024 and has held it in 10 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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