Jones Financial Companies
STIP icon

Jones Financial Companies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Jones Financial Companies’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
161,009
+72,392
+82% +$7.47M 0.01% 739
2026
Q1 		$9.14M Buy
88,617
+30,965
+54% +$3.19M ﹤0.01% 857
2025
Q4 		$5.9M Buy
57,652
+5,034
+10% +$518K ﹤0.01% 595
2025
Q3 		$5.44M Buy
52,618
+14,633
+39% +$1.51M ﹤0.01% 547
2025
Q2 		$3.91M Buy
37,985
+13,582
+56% +$1.39M ﹤0.01% 554
2025
Q1 		$2.52M Buy
24,403
+7,101
+41% +$724K ﹤0.01% 599
2024
Q4 		$1.74M Buy
17,302
+5,366
+45% +$541K ﹤0.01% 595
2024
Q3 		$1.21M Buy
11,936
+6,545
+121% +$656K ﹤0.01% 556
2024
Q2 		$536K Buy
5,391
+750
+16% +$74.4K ﹤0.01% 546
2024
Q1 		$461K Buy
4,641
+1,682
+57% +$166K ﹤0.01% 340
2023
Q4 		$292K Buy
+2,959
New +$288K ﹤0.01% 288
2022
Q4 		– Sell
-116
Closed -$11K – 775
2022
Q3 		$11K Buy
+116
New +$11.6K ﹤0.01% 418

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Jones Financial Companies increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 82% in Q2 2026, buying an estimated $7.47M and bringing the position to 161,009 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #739.

Jones Financial Companies first reported a position in STIP in Q3 2022 and has held it in 12 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Jones Financial Companies held 161,009 shares of iShares 0-5 Year TIPS Bond ETF worth $16.4M as of Q2 2026.
  • Jones Financial Companies bought 72,392 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $7.47M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #739 holding.
  • Jones Financial Companies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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