Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Jones Financial Companies’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
15,032
+9,804
+188% +$249K ﹤0.01% 2328
2026
Q1 		$133K Buy
5,228
+2,499
+92% +$63.6K ﹤0.01% 2553
2025
Q4 		$69.3K Buy
2,729
+471
+21% +$12K ﹤0.01% 2382
2025
Q3 		$57.5K Hold
2,258
– – ﹤0.01% 2320
2025
Q2 		$57.2K Hold
2,258
– – ﹤0.01% 2173
2025
Q1 		$57K Buy
2,258
+260
+13% +$6.56K ﹤0.01% 2004
2024
Q4 		$50.2K Buy
+1,998
New +$50.5K ﹤0.01% 1878

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 188% in Q2 2026, buying an estimated $249K and bringing the position to 15,032 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Jones Financial Companies first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Jones Financial Companies held 15,032 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $382K as of Q2 2026.
  • Jones Financial Companies bought 9,804 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $249K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2328 holding.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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