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JNBA Financial Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

JNBA Financial Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-108
Closed -$5K – 589
2019
Q4 		$5K Sell
108
-332
-75% -$14.6K ﹤0.01% 499
2019
Q3 		$18K Hold
440
– – ﹤0.01% 342
2019
Q2 		$18K Buy
+440
New +$18K ﹤0.01% 358

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JNBA Financial Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2020, closing a stake of 108 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in ILCB in Q2 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 110 funds tracked by Wall St. Rank hold ILCB as of Q1 2020.

  • JNBA Financial Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 108 iShares Morningstar US Equity ETF shares in Q1 2020, an estimated $5K.
  • JNBA Financial Advisors first reported a position in iShares Morningstar US Equity ETF in Q2 2019 and held it in 3 quarters.
  • JNBA Financial Advisors's iShares Morningstar US Equity ETF position peaked at $18K in Q3 2019.
  • 110 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2020.

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