Jones Financial Companies
IBDY icon

Jones Financial Companies’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Jones Financial Companies’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Buy
11,844
+2,347
+25% +$60.5K ﹤0.01% 2412
2026
Q1 		$243K Buy
9,497
+2,135
+29% +$55.7K ﹤0.01% 2321
2025
Q4 		$192K Buy
7,362
+4,841
+192% +$127K ﹤0.01% 1924
2025
Q3 		$66K Buy
2,521
+1,268
+101% +$32.9K ﹤0.01% 2253
2025
Q2 		$32.3K Buy
+1,253
New +$31.8K ﹤0.01% 2399

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Jones Financial Companies increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 25% in Q2 2026, buying an estimated $60.5K and bringing the position to 11,844 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Jones Financial Companies first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Jones Financial Companies held 11,844 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $306K as of Q2 2026.
  • Jones Financial Companies bought 2,347 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $60.5K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2412 holding.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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