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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.18M	Buy	105,089 +23,615	+29%	+$499K	﹤0.01%	1393
2025 Q4	$1.72M	Buy	81,474 +23,727	+41%	+$503K	﹤0.01%	1020
2025 Q3	$1.22M	Buy	57,747 +24,142	+72%	+$508K	﹤0.01%	1054
2025 Q2	$705K	Buy	33,605 +6,918	+26%	+$143K	﹤0.01%	1152
2025 Q1	$553K	Buy	26,687 +14,215	+114%	+$292K	﹤0.01%	1092
2024 Q4	$254K	Buy	12,472 +6,287	+102%	+$130K	﹤0.01%	1244
2024 Q3	$131K	Buy	+6,185	New	+$129K	﹤0.01%	1302

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies's IBDW Position: Q1 2026 in Review

Jones Financial Companies increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 29% in Q1 2026, buying an estimated $499K and bringing the position to 105,089 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Jones Financial Companies first reported a position in IBDW in Q3 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Jones Financial Companies held 105,089 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.18M as of Q1 2026.
Jones Financial Companies bought 23,615 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $499K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1393 holding.
Jones Financial Companies first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.