JNBA Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

JNBA Financial Advisors’s Portfolio EDV Stock Details EDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-59	Closed	-$8K	–	578
2019 Q4	$8K	Hold	59	–	–	﹤0.01%	458
2019 Q3	$8K	Hold	59	–	–	﹤0.01%	426
2019 Q2	$7K	Hold	59	–	–	﹤0.01%	472
2019 Q1	$7K	Hold	59	–	–	﹤0.01%	426
2018 Q4	$7K	Buy	+59	New	+$6.29K	﹤0.01%	403
2018 Q3	–	Sell	-59	Closed	-$7K	–	549
2018 Q2	$7K	Hold	59	–	–	﹤0.01%	427
2018 Q1	$7K	Buy	+59	New	+$6.68K	﹤0.01%	404

Other funds holding EDV

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JNBA Financial Advisors's EDV Position: Q1 2020 in Review

JNBA Financial Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2020, closing a stake of 59 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in EDV in Q1 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 110 funds tracked by Wall St. Rank hold EDV as of Q1 2020.

JNBA Financial Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2020 after selling out during the quarter.
JNBA Financial Advisors sold 59 Vanguard World Funds Extended Duration ETF shares in Q1 2020, an estimated $8K.
JNBA Financial Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2018 and held it in 7 quarters.
JNBA Financial Advisors's Vanguard World Funds Extended Duration ETF position peaked at $8K in Q4 2019.
110 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.