Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Jones Financial Companies’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.87M Buy
232,750
+36,838
+19% +$937K ﹤0.01% 1020
2025
Q4 		$4.99M Buy
195,912
+66,616
+52% +$1.7M ﹤0.01% 648
2025
Q3 		$3.3M Buy
129,296
+47,244
+58% +$1.2M ﹤0.01% 704
2025
Q2 		$2.08M Buy
82,052
+17,878
+28% +$451K ﹤0.01% 743
2025
Q1 		$1.62M Buy
64,174
+31,942
+99% +$800K ﹤0.01% 706
2024
Q4 		$803K Buy
32,232
+18,891
+142% +$474K ﹤0.01% 816
2024
Q3 		$341K Buy
13,341
+10,207
+326% +$257K ﹤0.01% 955
2024
Q2 		$77.6K Buy
3,134
+2,741
+697% +$67.6K ﹤0.01% 1120
2024
Q1 		$9.79K Buy
+393
New +$9.78K ﹤0.01% 1069

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Morgan Stanley
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Lido Advisors
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CIA
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CAI
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return