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
Q2 		$4.36M Buy
188,013
+26,694
+17% +$619K ﹤0.01% 1251
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

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Jones Financial Companies's IBDU Position: Q2 2026 in Review

Jones Financial Companies increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 17% in Q2 2026, buying an estimated $619K and bringing the position to 188,013 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Jones Financial Companies first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Jones Financial Companies held 188,013 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.36M as of Q2 2026.
  • Jones Financial Companies bought 26,694 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $619K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1251 holding.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.