Jones Financial Companies
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Jones Financial Companies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Jones Financial Companies’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.57M Buy
182,382
+32,334
+22% +$1.69M ﹤0.01% 939
2026
Q1 		$7.85M Buy
150,048
+42,153
+39% +$2.23M ﹤0.01% 908
2025
Q4 		$5.71M Buy
107,895
+25,254
+31% +$1.34M ﹤0.01% 605
2025
Q3 		$4.38M Buy
82,641
+14,925
+22% +$788K ﹤0.01% 611
2025
Q2 		$3.57M Buy
67,716
+12,573
+23% +$657K ﹤0.01% 587
2025
Q1 		$2.89M Buy
55,143
+40,264
+271% +$2.09M ﹤0.01% 554
2024
Q4 		$769K Buy
14,879
+6,690
+82% +$348K ﹤0.01% 830
2024
Q3 		$432K Buy
8,189
+4,834
+144% +$252K ﹤0.01% 872
2024
Q2 		$172K Buy
3,355
+2,355
+236% +$120K ﹤0.01% 878
2024
Q1 		$51.3K Buy
+1,000
New +$51.2K ﹤0.01% 725
2021
Q1 		– Sell
-725
Closed -$40K – 815
2020
Q4 		$40K Buy
+725
New +$39.9K ﹤0.01% 302

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allstate Corporation
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Jones Financial Companies increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 22% in Q2 2026, buying an estimated $1.69M and bringing the position to 182,382 shares worth $9.57M. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Jones Financial Companies first reported a position in IGSB in Q4 2020 and has held it in 11 quarters since. 1,011 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Jones Financial Companies held 182,382 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.57M as of Q2 2026.
  • Jones Financial Companies bought 32,334 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.69M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #939 holding.
  • Jones Financial Companies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares 1-5 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.