Jones Financial Companies
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Jones Financial Companies’s Inspire Corporate Bond ETF IBD Stock Holding History

Jones Financial Companies’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-134
Closed -$3.21K – 4302
2025
Q2 		$3.21K Buy
+134
New +$3.18K ﹤0.01% 3301
2025
Q1 		– Sell
-904
Closed -$21.2K – 3785
2024
Q4 		$21.2K Buy
+904
New +$21.5K ﹤0.01% 2233

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Jones Financial Companies's IBD Position: Q3 2025 in Review

Jones Financial Companies sold out of Inspire Corporate Bond ETF (IBD) in Q3 2025, closing a stake of 134 shares — an estimated $3.21K sold.

Jones Financial Companies first reported a position in IBD in Q4 2024 and held it in 2 quarters. The position peaked at $21.2K in Q4 2024. 97 funds tracked by Wall St. Rank hold IBD as of Q3 2025.

  • Jones Financial Companies reported no remaining Inspire Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 134 Inspire Corporate Bond ETF shares in Q3 2025, an estimated $3.21K.
  • Jones Financial Companies first reported a position in Inspire Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's Inspire Corporate Bond ETF position peaked at $21.2K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.