JNBA Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
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2025
Q1 | $890K | Sell |
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|
2024
Q4 | $1.05M | Sell |
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2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $982K | Buy |
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|
2022
Q2 | $862K | Buy |
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|
2022
Q1 | $765K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $167K | Buy |
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|
2020
Q4 | $62K | Buy |
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