Jones Financial Companies’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,751	Closed	-$40.1K	–	5076
2026 Q1	$40.1K	Buy	+1,751	New	+$40.1K	﹤0.01%	3025
2025 Q2	–	Sell	-162	Closed	-$3.71K	–	4093
2025 Q1	$3.71K	Buy	+162	New	+$3.7K	﹤0.01%	3053

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Jones Financial Companies sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 1,751 shares — an estimated $40.1K sold.

Jones Financial Companies first reported a position in IBTG in Q1 2025 and held it in 2 quarters. The position peaked at $40.1K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Jones Financial Companies reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Jones Financial Companies sold 1,751 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $40.1K.
Jones Financial Companies first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and held it in 2 quarters.
Jones Financial Companies's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $40.1K in Q1 2026.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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