Jones Financial Companies
IBMO icon

Jones Financial Companies’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Jones Financial Companies’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Buy
10,393
+6,617
+175% +$170K ﹤0.01% 2458
2026
Q1 		$96.9K Buy
3,776
+1,635
+76% +$42K ﹤0.01% 2689
2025
Q4 		$54.9K Hold
2,141
– – ﹤0.01% 2475
2025
Q3 		$55K Hold
2,141
– – ﹤0.01% 2337
2025
Q2 		$54.9K Hold
2,141
– – ﹤0.01% 2191
2025
Q1 		$54.8K Buy
2,141
+149
+7% +$3.8K ﹤0.01% 2022
2024
Q4 		$50.7K Buy
+1,992
New +$50.8K ﹤0.01% 1874

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 175% in Q2 2026, buying an estimated $170K and bringing the position to 10,393 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Jones Financial Companies first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Jones Financial Companies held 10,393 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $266K as of Q2 2026.
  • Jones Financial Companies bought 6,617 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $170K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2458 holding.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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