Jones Financial Companies
IGEB icon

Jones Financial Companies’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Jones Financial Companies’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38
Closed -$1.72K – 4305
2025
Q2 		$1.72K Buy
+38
New +$1.69K ﹤0.01% 3507
2024
Q3 		– Sell
-14
Closed -$621 – 3064
2024
Q2 		$621 Buy
+14
New +$618 ﹤0.01% 2326

Other funds holding IGEB

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jones Financial Companies's IGEB Position: Q3 2025 in Review

Jones Financial Companies sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 38 shares — an estimated $1.72K sold.

Jones Financial Companies first reported a position in IGEB in Q2 2024 and held it in 2 quarters. The position peaked at $1.72K in Q2 2025. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Jones Financial Companies reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 38 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $1.72K.
  • Jones Financial Companies first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 2 quarters.
  • Jones Financial Companies's iShares Investment Grade Systematic Bond ETF position peaked at $1.72K in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.