Jones Financial Companies
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Jones Financial Companies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Jones Financial Companies’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$13.2M Buy
2025
Q2 		$8.82M Buy
2025
Q1 		$3.87M Buy
2024
Q4 		$2.52M Buy
2024
Q3 		$749K Buy
2024
Q2 		$561K Buy
2024
Q1 		$121K Buy
2023
Q4 		$106K Buy
2013
Q4 		– Sell
2013
Q3 		$159K Sell
2013
Q2 		$396K Buy