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JNBA Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

JNBA Financial Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
42,716
+577
+1% +$14.4K 0.08% 99
2026
Q1 		$1.06M Buy
42,139
+1,781
+4% +$44.9K 0.09% 90
2025
Q4 		$1.02M Buy
40,358
+2,322
+6% +$58.7K 0.09% 97
2025
Q3 		$963K Sell
38,036
-527
-1% -$13.3K 0.09% 95
2025
Q2 		$971K Buy
38,563
+2,947
+8% +$73.5K 0.09% 93
2025
Q1 		$890K Sell
35,616
-7,029
-16% -$174K 0.09% 92
2024
Q4 		$1.05M Sell
42,645
-1,310
-3% -$32.5K 0.11% 84
2024
Q3 		$1.11M Sell
43,955
-3,989
-8% -$99.2K 0.11% 83
2024
Q2 		$1.17M Sell
47,944
-352
-0.7% -$8.58K 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% -$527 0.16% 82
2023
Q3 		$1.39M Buy
58,416
+2,551
+5% +$60.9K 0.17% 78
2023
Q2 		$1.34M Buy
55,865
+2,178
+4% +$52.3K 0.16% 83
2023
Q1 		$1.29M Buy
53,687
+3,718
+7% +$89K 0.17% 86
2022
Q4 		$1.19M Buy
49,969
+8,164
+20% +$193K 0.17% 83
2022
Q3 		$982K Buy
41,805
+6,004
+17% +$144K 0.15% 90
2022
Q2 		$862K Buy
35,801
+4,739
+15% +$115K 0.13% 94
2022
Q1 		$765K Buy
31,062
+16,141
+108% +$405K 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% +$106K 0.02% 192
2020
Q4 		$62K Buy
+2,376
New +$62K 0.01% 246

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JNBA Financial Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 42,716 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #99.

JNBA Financial Advisors first reported a position in SUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2023. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • JNBA Financial Advisors held 42,716 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.07M as of Q2 2026.
  • JNBA Financial Advisors bought 577 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $14.4K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.08% of JNBA Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • JNBA Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.43M in Q4 2023.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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