Jones Financial Companies
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Jones Financial Companies’s Ionis Pharmaceuticals IONS Stock Holding History

Jones Financial Companies’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93M Buy
26,723
+20,240
+312% +$1.6M ﹤0.01% 1444
2025
Q4 		$513K Sell
6,483
-351
-5% -$26.4K ﹤0.01% 1507
2025
Q3 		$438K Sell
6,834
-362
-5% -$17.7K ﹤0.01% 1451
2025
Q2 		$286K Sell
7,196
-6,539
-48% -$214K ﹤0.01% 1511
2025
Q1 		$428K Buy
13,735
+4,397
+47% +$144K ﹤0.01% 1195
2024
Q4 		$326K Buy
9,338
+2,614
+39% +$97.7K ﹤0.01% 1159
2024
Q3 		$275K Buy
6,724
+3,323
+98% +$155K ﹤0.01% 1034
2024
Q2 		$162K Buy
+3,401
New +$139K ﹤0.01% 897
2022
Q1 		– Sell
-300
Closed -$9K – 761
2021
Q4 		$9K Hold
300
– – ﹤0.01% 564
2021
Q3 		$10K Buy
+300
New +$11.3K ﹤0.01% 500
2021
Q1 		– Sell
-70
Closed -$4K – 816
2020
Q4 		$4K Buy
+70
New +$3.49K ﹤0.01% 524

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return