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ISMDISMD
7 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in NORTHERN LTS FD TR IV

JONES FINANCIAL COMPANIES LLLP holds 20,432 shares of ISMD (NORTHERN LTS FD TR IV), worth $1M as of 2026-Q2. The position was increased (+21.7% shares). ISMD represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$1M

Current Shares

20,432

Total Value Change

+$995,925

Total Shares Change

+20,052

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
20,432
+21.7%
$1M0.0%$50.00
30
2026-Q1
Increased
16,795
+83.3%
$662,2270.0%$41.53
38
2025-Q4
Increased
9,160
+37.1%
$353,3930.0%$39.04
31
2025-Q3
Increased
6,683
+3.9%
$259,3670.0%$38.66
24
2025-Q2
Increased
6,430
+45.0%
$228,9080.0%$35.40
31
2025-Q1
Increased
4,435
+1067.1%
$151,6330.0%$33.89
36
2024-Q4
New
380
-
$14,2580.0%$37.03
27

Other major holders of ISMD: LPL Financial LLC, OSAIC HOLDINGS, INC.

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