JFA
JNBA Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
1,369
-320
| -19% | -$25.2K | 0.01% | 215 |
|
|
2025
Q1 | $132K | Hold |
1,689
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $131K | Sell |
1,689
-1,323
| -44% | -$102K | 0.01% | 195 |
|
|
2024
Q3 | $237K | Sell |
3,012
-9,374
| -76% | -$738K | 0.02% | 172 |
|
|
2024
Q2 | $950K | Sell |
12,386
-60,506
| -83% | -$4.64M | 0.1% | 91 |
|
|
2024
Q1 | $5.59M | Sell |
72,892
-29,583
| -29% | -$2.27M | 0.59% | 36 |
|
|
2023
Q4 | $7.89M | Sell |
102,475
-53,130
| -34% | -$4.09M | 0.9% | 32 |
|
|
2023
Q3 | $11.7M | Sell |
155,605
-58,581
| -27% | -$4.4M | 1.46% | 21 |
|
|
2023
Q2 | $16.2M | Sell |
214,186
-132,089
| -38% | -$9.98M | 1.94% | 12 |
|
|
2023
Q1 | $26.5M | Buy |
346,275
+76,814
| +29% | +$5.88M | 3.45% | 6 |
|
|
2022
Q4 | $20.3M | Buy |
269,461
+49,886
| +23% | +$3.76M | 2.82% | 6 |
|
|
2022
Q3 | $16.4M | Buy |
219,575
+199,639
| +1,001% | +$14.9M | 2.54% | 7 |
|
|
2022
Q2 | $1.53M | Buy |
19,936
+19,844
| +21,570% | +$1.52M | 0.23% | 70 |
|
|
2022
Q1 | $7K | Hold |
92
| – | – | ﹤0.01% | 522 |
|
|
2021
Q4 | $7K | Hold |
92
| – | – | ﹤0.01% | 556 |
|
|
2021
Q3 | $8K | Sell |
92
-3,627
| -98% | -$315K | ﹤0.01% | 536 |
|
|
2021
Q2 | $306K | Hold |
3,719
| – | – | 0.04% | 160 |
|
|
2021
Q1 | $306K | Buy |
3,719
+3,627
| +3,942% | +$298K | 0.04% | 155 |
|
|
2020
Q4 | $8K | Hold |
92
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 433 |
|
|
2020
Q2 | $8K | Hold |
92
| – | – | ﹤0.01% | 425 |
|
|
2020
Q1 | $8K | Sell |
92
-134
| -59% | -$11.7K | ﹤0.01% | 407 |
|
|
2019
Q4 | $18K | Sell |
226
-309
| -58% | -$24.6K | ﹤0.01% | 356 |
|
|
2019
Q3 | $43K | Buy |
535
+309
| +137% | +$24.8K | 0.01% | 249 |
|
|
2019
Q2 | $18K | Hold |
226
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $18K | Hold |
226
| – | – | ﹤0.01% | 336 |
|
|
2018
Q4 | $18K | Sell |
226
-2,737
| -92% | -$218K | ﹤0.01% | 307 |
|
|
2018
Q3 | $231K | Buy |
+2,963
| New | +$231K | 0.1% | 116 |
|
|
2016
Q4 | – | Sell |
-3,392
| Closed | -$274K | – | 604 |
|
|
2016
Q3 | $274K | Buy |
+3,392
| New | +$274K | 0.04% | 181 |
|
|
2014
Q4 | – | Sell |
-177
| Closed | -$14K | – | 557 |
|
|
2014
Q3 | $14K | Hold |
177
| – | – | 0.01% | 324 |
|
|
2014
Q2 | $14K | Hold |
177
| – | – | 0.01% | 311 |
|
|
2014
Q1 | $14K | Hold |
177
| – | – | 0.01% | 290 |
|
|
2013
Q4 | $14K | Hold |
177
| – | – | 0.01% | 286 |
|
|
2013
Q3 | $14K | Hold |
177
| – | – | 0.01% | 275 |
|
|
2013
Q2 | $14K | Buy |
+177
| New | +$14K | 0.01% | 232 |
|