Jones Financial Companies
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Jones Financial Companies’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Jones Financial Companies’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.02M Buy
2025
Q2 		$3.11M Buy
2025
Q1 		$2.09M Buy
2024
Q4 		$1.16M Buy
2024
Q3 		$1.09M Buy
2024
Q2 		$469K Buy
2024
Q1 		$161K Buy
2022
Q1 		– Sell
2021
Q4 		$57K Buy