Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Jones Financial Companies’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-192
Closed -$4.31K – 4094
2025
Q1 		$4.31K Buy
+192
New +$4.28K ﹤0.01% 3002

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GI
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TPWA
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Envestnet Asset Management
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Focus Partners Wealth
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's IBTH Position: Q2 2025 in Review

Jones Financial Companies sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2025, closing a stake of 192 shares — an estimated $4.31K sold.

Jones Financial Companies first reported a position in IBTH in Q1 2025 and held it in 1 quarter. The position peaked at $4.31K in Q1 2025. 255 funds tracked by Wall St. Rank hold IBTH as of Q2 2025.

  • Jones Financial Companies reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 192 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2025, an estimated $4.31K.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $4.31K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.