JNBA Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,050	Closed	-$96K	–	718
2022 Q2	$96K	Hold	2,050	–	–	0.01%	225
2022 Q1	$102K	Sell	2,050 -299	-13%	-$15.2K	0.01%	227
2021 Q4	$124K	Buy	2,349 +299	+15%	+$15.9K	0.02%	219
2021 Q3	$109K	Hold	2,050	–	–	0.01%	222
2021 Q2	$110K	Hold	2,050	–	–	0.01%	220
2021 Q1	$108K	Hold	2,050	–	–	0.02%	216
2020 Q4	$112K	Buy	2,050 +900	+78%	+$48.9K	0.02%	198
2020 Q3	$63K	Hold	1,150	–	–	0.01%	223
2020 Q2	$62K	Hold	1,150	–	–	0.01%	219
2020 Q1	$60K	Buy	+1,150	New	+$60.4K	0.01%	203

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JNBA Financial Advisors's IUSB Position: Q3 2022 in Review

JNBA Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 2,050 shares — an estimated $96K sold.

JNBA Financial Advisors first reported a position in IUSB in Q1 2020 and held it in 10 quarters. The position peaked at $124K in Q4 2021. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

JNBA Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 2,050 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $96K.
JNBA Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and held it in 10 quarters.
JNBA Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $124K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.