Jones Financial Companies
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Jones Financial Companies’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Jones Financial Companies’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106M Buy
1,989,134
+253,101
+15% +$13.5M 0.04% 236
2026
Q1 		$91.4M Buy
1,736,033
+392,181
+29% +$21.1M 0.04% 214
2025
Q4 		$72.4M Buy
1,343,852
+308,836
+30% +$16.7M 0.04% 130
2025
Q3 		$55.9M Buy
1,035,016
+252,638
+32% +$13.5M 0.04% 149
2025
Q2 		$41.5M Buy
782,378
+144,140
+23% +$7.52M 0.03% 164
2025
Q1 		$33.5M Buy
638,238
+201,039
+46% +$10.4M 0.03% 154
2024
Q4 		$22.5M Buy
437,199
+114,724
+36% +$6.01M 0.02% 159
2024
Q3 		$17.4M Buy
322,475
+76,022
+31% +$4.01M 0.02% 151
2024
Q2 		$12.6M Buy
246,453
+45,720
+23% +$2.33M 0.01% 129
2024
Q1 		$10.4M Buy
200,733
+48,031
+31% +$2.47M 0.01% 112
2023
Q4 		$7.94M Buy
152,702
+62,976
+70% +$3.11M 0.01% 117
2023
Q3 		$4.37M Buy
89,726
+24,951
+39% +$1.24M 0.01% 131
2023
Q2 		$3.28M Buy
64,775
+10,172
+19% +$517K 0.01% 140
2023
Q1 		$2.8M Buy
54,603
+10,830
+25% +$549K ﹤0.01% 139
2022
Q4 		$2.17M Buy
+43,773
New +$2.15M ﹤0.01% 157

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 15% in Q2 2026, buying an estimated $13.5M and bringing the position to 1,989,134 shares worth $106M. The position accounts for 0.04% of the portfolio, ranked #236.

Jones Financial Companies first reported a position in IGIB in Q4 2022 and has held it in 15 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Jones Financial Companies held 1,989,134 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $106M as of Q2 2026.
  • Jones Financial Companies bought 253,101 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.5M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #236 holding.
  • Jones Financial Companies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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