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LMBSLMBS
9 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in FIRST TR EXCHANGE-TRADED FD

JONES FINANCIAL COMPANIES LLLP holds 799,678 shares of LMBS (FIRST TR EXCHANGE-TRADED FD), worth $39.8M as of 2026-Q2. The position was increased (+24.3% shares). LMBS represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$39.8M

Current Shares

799,678

Total Value Change

+$39.8M

Total Shares Change

+799,620

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
799,678
+24.3%
$39.8M0.0%$49.61
35
2026-Q1
Increased
643,464
+68.2%
$31.9M0.0%$49.13
43
2025-Q4
Increased
382,459
+54.6%
$19.1M0.0%$48.81
40
2025-Q3
Increased
247,378
+62.0%
$12.3M0.0%$48.12
40
2025-Q2
Increased
152,694
+75.4%
$7.5M0.0%$47.12
41
2025-Q1
Increased
87,041
+216.4%
$4.3M0.0%$46.54
43
2024-Q4
Increased
27,506
+804.8%
$1.3M0.0%$45.60
41
2024-Q3
Increased
3,040
+5141.4%
$150,1460.0%$45.81
36
2024-Q2
New
58
-
$2,7870.0%$44.09
20

Other major holders of LMBS: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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