Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Jones Financial Companies’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$705K Buy
33,605
+6,918
+26% +$145K ﹤0.01% 1152
2025
Q1 		$553K Buy
26,687
+14,215
+114% +$295K ﹤0.01% 1092
2024
Q4 		$254K Buy
12,472
+6,287
+102% +$128K ﹤0.01% 1244
2024
Q3 		$131K Buy
+6,185
New +$131K ﹤0.01% 1302