Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Jones Financial Companies’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$545K Buy
21,615
+4,816
+29% +$121K ﹤0.01% 2180
2026
Q1 		$421K Buy
16,799
+3,341
+25% +$85.2K ﹤0.01% 2128
2025
Q4 		$344K Buy
13,458
+6,518
+94% +$167K ﹤0.01% 1668
2025
Q3 		$177K Buy
6,940
+1,230
+22% +$31.2K ﹤0.01% 1831
2025
Q2 		$144K Buy
5,710
+4,310
+308% +$107K ﹤0.01% 1782
2025
Q1 		$34.9K Buy
+1,400
New +$34.6K ﹤0.01% 2197

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Jones Financial Companies increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 29% in Q2 2026, buying an estimated $121K and bringing the position to 21,615 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Jones Financial Companies first reported a position in IBDX in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Jones Financial Companies held 21,615 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $545K as of Q2 2026.
  • Jones Financial Companies bought 4,816 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $121K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2180 holding.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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