Jones Financial Companies
IBDP

Jones Financial Companies’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Jones Financial Companies’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,861
Closed -$248K – 3535
2024
Q3 		$248K Buy
9,861
+4,680
+90% +$118K ﹤0.01% 1066
2024
Q2 		$130K Buy
+5,181
New +$130K ﹤0.01% 959

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's IBDP Position: Q4 2024 in Review

Jones Financial Companies sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 9,861 shares — an estimated $248K sold.

Jones Financial Companies first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $248K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Jones Financial Companies reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 9,861 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $248K.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Jones Financial Companies's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $248K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.