JNBA Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-302	Closed	-$9K	–	771
2021 Q4	$9K	Buy	+302	New	+$9.3K	﹤0.01%	537
2020 Q1	–	Sell	-437	Closed	-$14K	–	591
2019 Q4	$14K	Hold	437	–	–	﹤0.01%	392
2019 Q3	$14K	Sell	437 -163	-27%	-$5.3K	﹤0.01%	378
2019 Q2	$21K	Hold	600	–	–	﹤0.01%	343
2019 Q1	$22K	Hold	600	–	–	﹤0.01%	317
2018 Q4	$19K	Buy	+600	New	+$22.1K	﹤0.01%	299
2018 Q3	–	Sell	-600	Closed	-$25K	–	600
2018 Q2	$25K	Hold	600	–	–	0.01%	294
2018 Q1	$22K	Hold	600	–	–	﹤0.01%	301
2017 Q4	$24K	Hold	600	–	–	0.01%	293
2017 Q3	$22K	Hold	600	–	–	﹤0.01%	291
2017 Q2	$21K	Hold	600	–	–	﹤0.01%	284
2017 Q1	$23K	Hold	600	–	–	0.01%	276
2016 Q4	$25K	Buy	+600	New	+$23.9K	0.01%	273
2016 Q3	–	Sell	-600	Closed	-$23K	–	1630
2016 Q2	$23K	Hold	600	–	–	0.01%	273
2016 Q1	$21K	Hold	600	–	–	0.01%	281
2015 Q4	$20K	Hold	600	–	–	0.01%	285
2015 Q3	$21K	Hold	600	–	–	0.01%	278
2015 Q2	$25K	Hold	600	–	–	0.01%	257
2015 Q1	$26K	Hold	600	–	–	0.01%	259
2014 Q4	$27K	Hold	600	–	–	0.01%	254
2014 Q3	$31K	Hold	600	–	–	0.01%	234
2014 Q2	$34K	Hold	600	–	–	0.02%	213
2014 Q1	$31K	Hold	600	–	–	0.02%	208
2013 Q4	$30K	Hold	600	–	–	0.02%	208
2013 Q3	$28K	Hold	600	–	–	0.02%	197
2013 Q2	$27K	Buy	+600	New	+$27.1K	0.02%	179

Other funds holding IYE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JNBA Financial Advisors's IYE Position: Q1 2022 in Review

JNBA Financial Advisors sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 302 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in IYE in Q2 2013 and held it in 26 quarters. The position peaked at $34K in Q2 2014. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

JNBA Financial Advisors reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 302 iShares US Energy ETF shares in Q1 2022, an estimated $9K.
JNBA Financial Advisors first reported a position in iShares US Energy ETF in Q2 2013 and held it in 26 quarters.
JNBA Financial Advisors's iShares US Energy ETF position peaked at $34K in Q2 2014.
389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.