Jones Financial Companies
TIP icon

Jones Financial Companies’s iShares TIPS Bond ETF TIP Stock Holding History

Jones Financial Companies’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
102,172
+25,407
+33% +$2.81M ﹤0.01% 884
2026
Q1 		$8.42M Buy
76,765
+10,499
+16% +$1.16M ﹤0.01% 882
2025
Q4 		$7.28M Buy
66,266
+20,608
+45% +$2.29M ﹤0.01% 533
2025
Q3 		$5.07M Buy
45,658
+14,138
+45% +$1.56M ﹤0.01% 565
2025
Q2 		$3.46M Buy
31,520
+1,340
+4% +$146K ﹤0.01% 596
2025
Q1 		$3.34M Buy
30,180
+6,437
+27% +$699K ﹤0.01% 519
2024
Q4 		$2.53M Buy
23,743
+7,957
+50% +$861K ﹤0.01% 503
2024
Q3 		$1.74M Buy
15,786
+8,733
+124% +$949K ﹤0.01% 483
2024
Q2 		$753K Buy
7,053
+5,566
+374% +$592K ﹤0.01% 470
2024
Q1 		$160K Buy
1,487
+512
+53% +$54.7K ﹤0.01% 498
2023
Q4 		$105K Buy
+975
New +$102K ﹤0.01% 398
2013
Q4 		– Sell
-262
Closed -$29K – 511
2013
Q3 		$29K Sell
262
-1,630
-86% -$182K ﹤0.01% 378
2013
Q2 		$212K Buy
+1,892
New +$224K ﹤0.01% 205

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies increased its iShares TIPS Bond ETF (TIP) stake by 33% in Q2 2026, buying an estimated $2.81M and bringing the position to 102,172 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Jones Financial Companies first reported a position in TIP in Q2 2013 and has held it in 13 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Jones Financial Companies held 102,172 shares of iShares TIPS Bond ETF worth $11.2M as of Q2 2026.
  • Jones Financial Companies bought 25,407 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.81M.
  • iShares TIPS Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #884 holding.
  • Jones Financial Companies first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 13 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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