Jones Financial Companies
TDTT icon

Jones Financial Companies’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Jones Financial Companies’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.8K Sell
2,762
-233
-8% -$5.63K ﹤0.01% 2834
2025
Q4 		$72.1K Buy
2,995
+1,991
+198% +$48.2K ﹤0.01% 2361
2025
Q3 		$24.4K Sell
1,004
-574
-36% -$13.9K ﹤0.01% 2690
2025
Q2 		$38.2K Sell
1,578
-1,079
-41% -$26K ﹤0.01% 2331
2025
Q1 		$64.7K Buy
2,657
+2,015
+314% +$48.3K ﹤0.01% 1958
2024
Q4 		$15.1K Hold
642
– – ﹤0.01% 2360
2024
Q3 		$15.5K Sell
642
-1,133
-64% -$26.9K ﹤0.01% 2053
2024
Q2 		$41.9K Buy
+1,775
New +$41.8K ﹤0.01% 1308
2022
Q3 		– Sell
-1,000
Closed -$25K – 729
2022
Q2 		$25K Buy
+1,000
New +$25.4K ﹤0.01% 380

Other funds holding TDTT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Jones Financial Companies reduced its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 7.8% in Q1 2026, selling an estimated $5.63K and leaving 2,762 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Jones Financial Companies first reported a position in TDTT in Q2 2022 and has held it in 9 quarters since. The position peaked at $72.1K in Q4 2025. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.

  • Jones Financial Companies held 2,762 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $66.8K as of Q1 2026.
  • Jones Financial Companies sold 233 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $5.63K.
  • FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2834 holding.
  • Jones Financial Companies first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2022 and has held it in 9 quarters since.
  • Jones Financial Companies's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $72.1K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-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.