Jones Financial Companies
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Jones Financial Companies’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Jones Financial Companies’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$309K Buy
12,882
+2,813
+28% +$67.9K ﹤0.01% 2237
2025
Q4 		$241K Buy
10,069
+6,425
+176% +$155K ﹤0.01% 1817
2025
Q3 		$88.4K Buy
3,644
+745
+26% +$18K ﹤0.01% 2129
2025
Q2 		$69.7K Buy
2,899
+282
+11% +$6.73K ﹤0.01% 2091
2025
Q1 		$63.2K Buy
2,617
+2,361
+922% +$55.9K ﹤0.01% 1968
2024
Q4 		$5.96K Buy
+256
New +$6.04K ﹤0.01% 2704

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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jones Financial Companies's TDTF Position: Q1 2026 in Review

Jones Financial Companies increased its FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) stake by 28% in Q1 2026, buying an estimated $67.9K and bringing the position to 12,882 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Jones Financial Companies first reported a position in TDTF in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold TDTF as of Q1 2026.

  • Jones Financial Companies held 12,882 shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund worth $309K as of Q1 2026.
  • Jones Financial Companies bought 2,813 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $67.9K.
  • FlexShares iBoxx 5-Year Target Duration TIPS Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2237 holding.
  • Jones Financial Companies first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.