JFA
JNBA Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
38,563
+2,947
| +8% | +$74.2K | 0.09% | 93 |
|
|
2025
Q1 | $890K | Sell |
35,616
-7,029
| -16% | -$176K | 0.09% | 92 |
|
|
2024
Q4 | $1.05M | Sell |
42,645
-1,310
| -3% | -$32.4K | 0.11% | 84 |
|
|
2024
Q3 | $1.11M | Sell |
43,955
-3,989
| -8% | -$100K | 0.11% | 83 |
|
|
2024
Q2 | $1.17M | Sell |
47,944
-352
| -0.7% | -$8.62K | 0.12% | 81 |
|
|
2024
Q1 | $1.18M | Sell |
48,296
-10,098
| -17% | -$247K | 0.12% | 84 |
|
|
2023
Q4 | $1.43M | Sell |
58,394
-22
| -0% | -$539 | 0.16% | 82 |
|
|
2023
Q3 | $1.39M | Buy |
58,416
+2,551
| +5% | +$60.6K | 0.17% | 78 |
|
|
2023
Q2 | $1.34M | Buy |
55,865
+2,178
| +4% | +$52.1K | 0.16% | 83 |
|
|
2023
Q1 | $1.29M | Buy |
53,687
+3,718
| +7% | +$89.5K | 0.17% | 86 |
|
|
2022
Q4 | $1.19M | Buy |
49,969
+8,164
| +20% | +$194K | 0.17% | 83 |
|
|
2022
Q3 | $982K | Buy |
41,805
+6,004
| +17% | +$141K | 0.15% | 90 |
|
|
2022
Q2 | $862K | Buy |
35,801
+4,739
| +15% | +$114K | 0.13% | 94 |
|
|
2022
Q1 | $765K | Buy |
31,062
+16,141
| +108% | +$398K | 0.1% | 107 |
|
|
2021
Q4 | $383K | Buy |
14,921
+77
| +0.5% | +$1.98K | 0.05% | 152 |
|
|
2021
Q3 | $386K | Buy |
14,844
+6,020
| +68% | +$157K | 0.05% | 142 |
|
|
2021
Q2 | $230K | Buy |
8,824
+2,376
| +37% | +$61.9K | 0.03% | 184 |
|
|
2021
Q1 | $167K | Buy |
6,448
+4,072
| +171% | +$105K | 0.02% | 192 |
|
|
2020
Q4 | $62K | Buy |
+2,376
| New | +$62K | 0.01% | 246 |
|