Jones Financial Companies’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Jones Financial Companies’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.79M	Buy	197,661 +43,169	+28%	+$1.05M	﹤0.01%	1088
2025 Q4	$3.74M	Buy	154,492 +49,458	+47%	+$1.2M	﹤0.01%	736
2025 Q3	$2.55M	Buy	105,034 +41,132	+64%	+$996K	﹤0.01%	780
2025 Q2	$1.55M	Buy	63,902 +19,410	+44%	+$469K	﹤0.01%	833
2025 Q1	$1.08M	Buy	44,492 +19,905	+81%	+$480K	﹤0.01%	827
2024 Q4	$592K	Buy	24,587 +15,979	+186%	+$385K	﹤0.01%	934
2024 Q3	$209K	Buy	8,608 +5,281	+159%	+$127K	﹤0.01%	1118
2024 Q2	$79.2K	Buy	3,327 +2,480	+293%	+$58.9K	﹤0.01%	1111
2024 Q1	$20.2K	Buy	+847	New	+$20.2K	﹤0.01%	906

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jones Financial Companies's IBDR Position: Q1 2026 in Review

Jones Financial Companies increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 28% in Q1 2026, buying an estimated $1.05M and bringing the position to 197,661 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Jones Financial Companies first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Jones Financial Companies held 197,661 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.79M as of Q1 2026.
Jones Financial Companies bought 43,169 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.05M.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1088 holding.
Jones Financial Companies first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.