JNBA Financial Advisors’s iShares Silver Trust SLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$511K	Sell	9,556 -424	-4%	-$28.1K	0.04%	142
2026 Q1	$680K	Sell	9,980 -757	-7%	-$57.5K	0.06%	123
2025 Q4	$692K	Buy	10,737 +132	+1%	+$6.61K	0.06%	124
2025 Q3	$449K	Sell	10,605 -170	-2%	-$6.11K	0.04%	142
2025 Q2	$354K	Sell	10,775 -670	-6%	-$20.5K	0.03%	148
2025 Q1	$355K	Hold	11,445	–	–	0.04%	146
2024 Q4	$301K	Hold	11,445	–	–	0.03%	160
2024 Q3	$325K	Hold	11,445	–	–	0.03%	155
2024 Q2	$304K	Hold	11,445	–	–	0.03%	158
2024 Q1	$260K	Hold	11,445	–	–	0.03%	174
2023 Q4	$249K	Hold	11,445	–	–	0.03%	182
2023 Q3	$233K	Hold	11,445	–	–	0.03%	181
2023 Q2	$239K	Sell	11,445 -340	-3%	-$7.56K	0.03%	182
2023 Q1	$261K	Hold	11,785	–	–	0.03%	175
2022 Q4	$260K	Hold	11,785	–	–	0.04%	166
2022 Q3	$206K	Buy	11,785 +283	+2%	+$5.02K	0.03%	179
2022 Q2	$214K	Buy	11,502 +1,489	+15%	+$31.1K	0.03%	175
2022 Q1	$229K	Hold	10,013	–	–	0.03%	180
2021 Q4	$215K	Hold	10,013	–	–	0.03%	189
2021 Q3	$205K	Hold	10,013	–	–	0.03%	189
2021 Q2	$243K	Hold	10,013	–	–	0.03%	181
2021 Q1	$227K	Buy	10,013 +100	+1%	+$2.44K	0.03%	182
2020 Q4	$244K	Buy	9,913 +500	+5%	+$11.4K	0.04%	161
2020 Q3	$204K	Buy	9,413 +1,000	+12%	+$22.7K	0.04%	151
2020 Q2	$143K	Hold	8,413	–	–	0.03%	168
2020 Q1	$110K	Hold	8,413	–	–	0.03%	172
2019 Q4	$140K	Hold	8,413	–	–	0.03%	165
2019 Q3	$134K	Sell	8,413 -200	-2%	-$3.18K	0.03%	162
2019 Q2	$123K	Hold	8,613	–	–	0.03%	171
2019 Q1	$122K	Sell	8,613 -451	-5%	-$6.58K	0.03%	164
2018 Q4	$132K	Buy	9,064 +5,464	+152%	+$74.7K	0.03%	147
2018 Q3	$49K	Sell	3,600 -5,464	-60%	-$77K	0.02%	224
2018 Q2	$137K	Hold	9,064	–	–	0.03%	149
2018 Q1	$140K	Hold	9,064	–	–	0.03%	144
2017 Q4	$145K	Hold	9,064	–	–	0.03%	143
2017 Q3	$143K	Hold	9,064	–	–	0.03%	139
2017 Q2	$142K	Sell	9,064 -150	-2%	-$2.44K	0.03%	140
2017 Q1	$159K	Buy	9,214 +400	+5%	+$6.62K	0.04%	134
2016 Q4	$133K	Buy	8,814 +6,514	+283%	+$106K	0.03%	143
2016 Q3	$42K	Sell	2,300 -6,814	-75%	-$127K	0.01%	578
2016 Q2	$163K	Hold	9,114	–	–	0.05%	132
2016 Q1	$134K	Hold	9,114	–	–	0.05%	133
2015 Q4	$120K	Buy	9,114 +3,211	+54%	+$45.2K	0.05%	137
2015 Q3	$82K	Buy	5,903 +250	+4%	+$3.56K	0.03%	146
2015 Q2	$85K	Hold	5,653	–	–	0.03%	146
2015 Q1	$90K	Hold	5,653	–	–	0.03%	145
2014 Q4	$85K	Hold	5,653	–	–	0.03%	149
2014 Q3	$92K	Hold	5,653	–	–	0.04%	141
2014 Q2	$114K	Hold	5,653	–	–	0.06%	118
2014 Q1	$108K	Sell	5,653 -800	-12%	-$15.7K	0.06%	114
2013 Q4	$121K	Hold	6,453	–	–	0.07%	105
2013 Q3	$135K	Hold	6,453	–	–	0.08%	100
2013 Q2	$122K	Buy	+6,453	New	+$145K	0.08%	103

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JNBA Financial Advisors's SLV Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares Silver Trust (SLV) stake by 4.2% in Q2 2026, selling an estimated $28.1K and leaving 9,556 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #142.

JNBA Financial Advisors first reported a position in SLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $692K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

JNBA Financial Advisors held 9,556 shares of iShares Silver Trust worth $511K as of Q2 2026.
JNBA Financial Advisors sold 424 iShares Silver Trust shares in Q2 2026, an estimated $28.1K.
iShares Silver Trust made up 0.04% of JNBA Financial Advisors's portfolio in Q2 2026, its #142 holding.
JNBA Financial Advisors first reported a position in iShares Silver Trust in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's iShares Silver Trust position peaked at $692K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.