Jones Financial Companies
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Jones Financial Companies’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Jones Financial Companies’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Buy
44,860
+5,151
+13% +$260K ﹤0.01% 1392
2025
Q4 		$2M Buy
39,709
+11,562
+41% +$593K ﹤0.01% 948
2025
Q3 		$1.44M Buy
28,147
+10,519
+60% +$530K ﹤0.01% 988
2025
Q2 		$877K Buy
17,628
+8,063
+84% +$394K ﹤0.01% 1057
2025
Q1 		$478K Buy
9,565
+434
+5% +$21.7K ﹤0.01% 1147
2024
Q4 		$451K Buy
9,131
+6,529
+251% +$335K ﹤0.01% 1033
2024
Q3 		$140K Buy
2,602
+765
+42% +$39.9K ﹤0.01% 1274
2024
Q2 		$91.9K Buy
1,837
+1,700
+1,241% +$85K ﹤0.01% 1074
2024
Q1 		$7.06K Buy
+137
New +$7.03K ﹤0.01% 1126

Other funds holding IGLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return