Jones Financial Companies’s Insight Select Income Fund INSI Stock Holding History

Jones Financial Companies’s Portfolio INSI Stock Details INSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29,552	Closed	-$512K	–	3899
2024 Q4	$512K	Sell	29,552 -173,483	-85%	-$3.01M	﹤0.01%	989
2024 Q3	$3.55M	Buy	203,035 +89,411	+79%	+$1.5M	﹤0.01%	341
2024 Q2	$1.85M	Buy	113,624 +112,227	+8,033%	+$1.81M	﹤0.01%	327
2024 Q1	$23K	Buy	+1,397	New	+$22.3K	﹤0.01%	877

Jones Financial Companies's INSI Position: Q1 2025 in Review

Jones Financial Companies sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 29,552 shares — an estimated $512K sold.

Jones Financial Companies first reported a position in INSI in Q1 2024 and held it in 4 quarters. The position peaked at $3.55M in Q3 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

Jones Financial Companies reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
Jones Financial Companies sold 29,552 Insight Select Income Fund shares in Q1 2025, an estimated $512K.
Jones Financial Companies first reported a position in Insight Select Income Fund in Q1 2024 and held it in 4 quarters.
Jones Financial Companies's Insight Select Income Fund position peaked at $3.55M in Q3 2024.
0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.