Jones Financial Companies
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Jones Financial Companies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Jones Financial Companies’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$22.4M Buy
2025
Q2 		$14.6M Buy
2025
Q1 		$11.2M Sell
2024
Q4 		$11.6M Buy
2024
Q3 		$12M Buy
2024
Q2 		$5.92M Buy
2024
Q1 		$3.31M Buy
2023
Q4 		$325K Buy
2013
Q4 		– Sell
2013
Q3 		$13K Buy