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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return