Jones Financial Companies
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Jones Financial Companies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jones Financial Companies’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Buy
110,100
+8,311
+8% +$906K ﹤0.01% 852
2026
Q1 		$11M Sell
101,789
-2,985
-3% -$329K 0.01% 793
2025
Q4 		$11.5M Buy
104,774
+20,825
+25% +$2.32M 0.01% 419
2025
Q3 		$9.34M Buy
83,949
+48,396
+136% +$5.32M 0.01% 423
2025
Q2 		$3.88M Buy
35,553
+5,529
+18% +$593K ﹤0.01% 559
2025
Q1 		$3.26M Sell
30,024
-517
-2% -$55.7K ﹤0.01% 526
2024
Q4 		$3.26M Buy
30,541
+13,619
+80% +$1.49M ﹤0.01% 448
2024
Q3 		$1.92M Buy
16,922
+10,263
+154% +$1.14M ﹤0.01% 467
2024
Q2 		$713K Buy
6,659
+6,549
+5,954% +$699K ﹤0.01% 481
2024
Q1 		$12K Buy
+110
New +$12K ﹤0.01% 1020
2022
Q4 		– Sell
-170
Closed -$17K – 752
2022
Q3 		$17K Buy
170
+3
+2% +$331 ﹤0.01% 392
2022
Q2 		$18K Hold
167
– – ﹤0.01% 417
2022
Q1 		$20K Sell
167
-443
-73% -$55.3K ﹤0.01% 438
2021
Q4 		$81K Hold
610
– – ﹤0.01% 319
2021
Q3 		$81K Sell
610
-370
-38% -$50K ﹤0.01% 282
2021
Q2 		$132K Hold
980
– – ﹤0.01% 248
2021
Q1 		$127K Sell
980
-625
-39% -$83.2K ﹤0.01% 257
2020
Q4 		$222K Buy
+1,605
New +$219K ﹤0.01% 202
2017
Q3 		– Sell
-2,471
Closed -$298K – 216
2017
Q2 		$298K Buy
+2,471
New +$295K ﹤0.01% 193
2014
Q2 		– Sell
-1,866
Closed -$218K – 228
2014
Q1 		$218K Buy
+1,866
New +$216K ﹤0.01% 210
2013
Q4 		– Sell
-105
Closed -$12K – 406
2013
Q3 		$12K Sell
105
-565
-84% -$63.9K ﹤0.01% 493
2013
Q2 		$76K Buy
+670
New +$79.7K ﹤0.01% 278

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Jones Financial Companies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.2% in Q2 2026, buying an estimated $906K and bringing the position to 110,100 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Jones Financial Companies first reported a position in LQD in Q2 2013 and has held it in 22 quarters since. 1,121 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Jones Financial Companies held 110,100 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.1M as of Q2 2026.
  • Jones Financial Companies bought 8,311 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $906K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #852 holding.
  • Jones Financial Companies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 22 quarters since.
  • 1,121 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.