Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Jones Financial Companies’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.73M Buy
161,319
+31,453
+24% +$736K ﹤0.01% 1187
2025
Q4 		$3.04M Buy
129,866
+39,819
+44% +$933K ﹤0.01% 811
2025
Q3 		$2.11M Buy
90,047
+32,556
+57% +$760K ﹤0.01% 833
2025
Q2 		$1.34M Buy
57,491
+15,516
+37% +$358K ﹤0.01% 895
2025
Q1 		$971K Buy
41,975
+19,558
+87% +$448K ﹤0.01% 873
2024
Q4 		$511K Buy
22,417
+12,880
+135% +$297K ﹤0.01% 990
2024
Q3 		$225K Buy
9,537
+7,756
+435% +$180K ﹤0.01% 1092
2024
Q2 		$40.4K Buy
1,781
+1,353
+316% +$30.5K ﹤0.01% 1328
2024
Q1 		$9.77K Buy
+428
New +$9.77K ﹤0.01% 1070

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