Jones Financial Companies
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Jones Financial Companies’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Jones Financial Companies’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-136
Closed -$2.96K – 4095
2025
Q1 		$2.96K Buy
+136
New +$2.92K ﹤0.01% 3138

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Raymond James Financial
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Jones Financial Companies sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2025, closing a stake of 136 shares — an estimated $2.96K sold.

Jones Financial Companies first reported a position in IBTJ in Q1 2025 and held it in 1 quarter. The position peaked at $2.96K in Q1 2025. 162 funds tracked by Wall St. Rank hold IBTJ as of Q2 2025.

  • Jones Financial Companies reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 136 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2025, an estimated $2.96K.
  • Jones Financial Companies first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.96K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2025.

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