Jones Financial Companies
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Jones Financial Companies’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Jones Financial Companies’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-98
Closed -$2.28K – 4091
2025
Q1 		$2.28K Buy
+98
New +$2.28K ﹤0.01% 3216

Other funds holding IBHF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's IBHF Position: Q2 2025 in Review

Jones Financial Companies sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2025, closing a stake of 98 shares — an estimated $2.28K sold.

Jones Financial Companies first reported a position in IBHF in Q1 2025 and held it in 1 quarter. The position peaked at $2.28K in Q1 2025. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

  • Jones Financial Companies reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 98 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $2.28K.
  • Jones Financial Companies first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.28K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.