Jones Financial Companies’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
9,776
+1,783
+22% +$45.3K ﹤0.01% 1568
2025
Q1
$202K Buy
7,993
+1,274
+19% +$32.2K ﹤0.01% 1488
2024
Q4
$169K Buy
6,719
+2,761
+70% +$69.5K ﹤0.01% 1424
2024
Q3
$101K Buy
3,958
+3,808
+2,539% +$97.6K ﹤0.01% 1398
2024
Q2
$3.75K Buy
+150
New +$3.75K ﹤0.01% 2011