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JNBA Financial Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

JNBA Financial Advisors’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-265
Closed -$14K – 621
2020
Q3 		$14K Buy
+265
New +$13.9K ﹤0.01% 378

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JNBA Financial Advisors's IMTB Position: Q4 2020 in Review

JNBA Financial Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2020, closing a stake of 265 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in IMTB in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 39 funds tracked by Wall St. Rank hold IMTB as of Q4 2020.

  • JNBA Financial Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 265 iShares Core 5-10 Year USD Bond ETF shares in Q4 2020, an estimated $14K.
  • JNBA Financial Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2020 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $14K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2020.

Based on JNBA Financial Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.