JNBA Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-612	Closed	-$31.4K	–	729
2023 Q1	$31.4K	Buy	+612	New	+$31K	﹤0.01%	339
2019 Q1	–	Sell	-347	Closed	-$18K	–	554
2018 Q4	$18K	Buy	+347	New	+$18.2K	﹤0.01%	314
2018 Q3	–	Sell	-340	Closed	-$18K	–	588
2018 Q2	$18K	Buy	340 +2	+0.6%	+$106	﹤0.01%	324
2018 Q1	$18K	Buy	338 +2	+0.6%	+$108	﹤0.01%	321
2017 Q4	$18K	Buy	336 +2	+0.6%	+$110	﹤0.01%	325
2017 Q3	$18K	Buy	334 +2	+0.6%	+$110	﹤0.01%	308
2017 Q2	$18K	Hold	332	–	–	﹤0.01%	304
2017 Q1	$18K	Hold	332	–	–	﹤0.01%	307
2016 Q4	$18K	Buy	+332	New	+$18.1K	﹤0.01%	311
2016 Q2	–	Sell	-280	Closed	-$15K	–	533
2016 Q1	$15K	Buy	+280	New	+$15.1K	0.01%	313
2013 Q3	–	Sell	-800	Closed	-$43K	–	436
2013 Q2	$43K	Buy	+800	New	+$44.2K	0.03%	156

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

JNBA Financial Advisors's IGIB Position: Q2 2023 in Review

JNBA Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 612 shares — an estimated $31.4K sold.

JNBA Financial Advisors first reported a position in IGIB in Q2 2013 and held it in 11 quarters. The position peaked at $43K in Q2 2013. 524 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

JNBA Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
JNBA Financial Advisors sold 612 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $31.4K.
JNBA Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
JNBA Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $43K in Q2 2013.
524 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.