Jones Financial Companies
IBDZ

Jones Financial Companies’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Jones Financial Companies’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Buy
20,159
+1,154
+6% +$30K ﹤0.01% 2195
2026
Q1 		$490K Buy
19,005
+1,879
+11% +$49.5K ﹤0.01% 2053
2025
Q4 		$452K Buy
17,126
+7,213
+73% +$191K ﹤0.01% 1565
2025
Q3 		$262K Buy
9,913
+6,587
+198% +$172K ﹤0.01% 1678
2025
Q2 		$86.6K Buy
3,326
+2,826
+565% +$72.2K ﹤0.01% 1993
2025
Q1 		$12.9K Buy
+500
New +$12.8K ﹤0.01% 2602

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Jones Financial Companies increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 6.1% in Q2 2026, buying an estimated $30K and bringing the position to 20,159 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Jones Financial Companies first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Jones Financial Companies held 20,159 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $526K as of Q2 2026.
  • Jones Financial Companies bought 1,154 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $30K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2195 holding.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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