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
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

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