Jones Financial Companies

Jones Financial Companies’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Buy	57,440 +28,600	+99%	+$915K	﹤0.01%	1476
2025 Q4	$926K	Buy	28,840 +27,185	+1,643%	+$869K	﹤0.01%	1265
2025 Q3	$53.2K	Buy	1,655 +815	+97%	+$26.2K	﹤0.01%	2350
2025 Q2	$27.2K	Sell	840 -303	-27%	-$9.43K	﹤0.01%	2468
2025 Q1	$33.8K	Sell	1,143 -211	-16%	-$6.08K	﹤0.01%	2212
2024 Q4	$38.4K	Sell	1,354 -1,766	-57%	-$51.8K	﹤0.01%	1983
2024 Q3	$95.9K	Sell	3,120 -7,762	-71%	-$232K	﹤0.01%	1421
2024 Q2	$312K	Buy	10,882 +5,409	+99%	+$156K	﹤0.01%	681
2024 Q1	$159K	Buy	+5,473	New	+$159K	﹤0.01%	499

Other funds holding IBND

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return