JNBA Financial Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$14.9K | 0.01% | 227 |
|
|
2021
Q4 | $124K | Buy |
2,349
+299
| +15% | +$15.8K | 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% | +$49.2K | 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 | +$60K | 0.01% | 203 |
|