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

Jones Financial Companies’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$698K	Buy	27,300 +9,206	+51%	+$235K	﹤0.01%	2066
2026 Q1	$461K	Buy	18,094 +5,724	+46%	+$147K	﹤0.01%	2084
2025 Q4	$316K	Buy	12,370 +2,551	+26%	+$65.1K	﹤0.01%	1710
2025 Q3	$252K	Buy	9,819 +43	+0.4%	+$1.1K	﹤0.01%	1694
2025 Q2	$248K	Buy	9,776 +1,783	+22%	+$44.9K	﹤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%	+$70K	﹤0.01%	1424
2024 Q3	$101K	Buy	3,958 +3,808	+2,539%	+$96.6K	﹤0.01%	1398
2024 Q2	$3.75K	Buy	+150	New	+$3.75K	﹤0.01%	2011

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Jones Financial Companies increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 51% in Q2 2026, buying an estimated $235K and bringing the position to 27,300 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Jones Financial Companies first reported a position in IBMQ in Q2 2024 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Jones Financial Companies held 27,300 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $698K as of Q2 2026.
Jones Financial Companies bought 9,206 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $235K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2066 holding.
Jones Financial Companies first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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