Jones Financial Companies
IBDQ

Jones Financial Companies’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Jones Financial Companies’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-85,153
Closed -$2.14M – 4497
2025
Q3 		$2.14M Buy
85,153
+35,505
+72% +$892K ﹤0.01% 826
2025
Q2 		$1.25M Buy
49,648
+19,905
+67% +$500K ﹤0.01% 925
2025
Q1 		$748K Buy
29,743
+12,804
+76% +$322K ﹤0.01% 976
2024
Q4 		$424K Buy
16,939
+9,585
+130% +$240K ﹤0.01% 1054
2024
Q3 		$185K Buy
7,354
+3,276
+80% +$81.8K ﹤0.01% 1152
2024
Q2 		$101K Buy
4,078
+3,260
+399% +$80.8K ﹤0.01% 1040
2024
Q1 		$20.3K Buy
+818
New +$20.3K ﹤0.01% 904

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's IBDQ Position: Q4 2025 in Review

Jones Financial Companies sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 85,153 shares — an estimated $2.14M sold.

Jones Financial Companies first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $2.14M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Jones Financial Companies reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 85,153 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.14M.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Jones Financial Companies's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.14M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.