Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Jones Financial Companies’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.37M Buy
155,004
+34,047
+28% +$751K ﹤0.01% 1231
2025
Q4 		$2.67M Buy
120,957
+35,026
+41% +$775K ﹤0.01% 845
2025
Q3 		$1.9M Buy
85,931
+29,724
+53% +$654K ﹤0.01% 877
2025
Q2 		$1.23M Buy
56,207
+14,636
+35% +$317K ﹤0.01% 930
2025
Q1 		$903K Buy
41,571
+23,813
+134% +$512K ﹤0.01% 900
2024
Q4 		$379K Buy
17,758
+8,585
+94% +$186K ﹤0.01% 1099
2024
Q3 		$204K Buy
9,173
+6,632
+261% +$145K ﹤0.01% 1127
2024
Q2 		$54K Buy
+2,541
New +$53.7K ﹤0.01% 1229

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