Jones Financial Companies
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Jones Financial Companies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jones Financial Companies’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.4M Buy
2025
Q1 		$5.84M Buy
2024
Q4 		$4.22M Buy
2024
Q3 		$2.67M Buy
2024
Q2 		$769K Buy
2024
Q1 		– Sell
2023
Q4 		$72.3K Buy
2023
Q1 		– Sell
2022
Q4 		$18K Buy
2022
Q3 		– Sell
2022
Q2 		$17K Buy