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JNBA Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

JNBA Financial Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Buy
58,470
+536
+0.9% +$12.4K 0.1% 83
2026
Q1 		$1.34M Buy
57,934
+2,894
+5% +$67.6K 0.11% 76
2025
Q4 		$1.29M Buy
55,040
+6,276
+13% +$148K 0.11% 79
2025
Q3 		$1.15M Buy
48,764
+527
+1% +$12.3K 0.1% 84
2025
Q2 		$1.12M Sell
48,237
-3,577
-7% -$81.6K 0.11% 84
2025
Q1 		$1.19M Sell
51,814
-3,720
-7% -$85.1K 0.12% 79
2024
Q4 		$1.26M Buy
55,534
+17,124
+45% +$397K 0.13% 77
2024
Q3 		$914K Buy
38,410
+8,986
+31% +$210K 0.09% 93
2024
Q2 		$669K Sell
29,424
-5,691
-16% -$129K 0.07% 112
2024
Q1 		$807K Sell
35,115
-2,506
-7% -$57.5K 0.08% 109
2023
Q4 		$875K Buy
37,621
+6,022
+19% +$133K 0.1% 102
2023
Q3 		$688K Buy
31,599
+1,953
+7% +$43.6K 0.09% 114
2023
Q2 		$674K Buy
29,646
+3,232
+12% +$73.6K 0.08% 115
2023
Q1 		$608K Buy
26,414
+3,379
+15% +$77.1K 0.08% 120
2022
Q4 		$514K Sell
23,035
-728
-3% -$16.1K 0.07% 127
2022
Q3 		$518K Buy
23,763
+1,119
+5% +$25.9K 0.08% 122
2022
Q2 		$524K Buy
22,644
+3,360
+17% +$79.6K 0.08% 120
2022
Q1 		$485K Buy
19,284
+10,263
+114% +$266K 0.06% 128
2021
Q4 		$246K Hold
9,021
– – 0.03% 181
2021
Q3 		$248K Buy
9,021
+5,976
+196% +$167K 0.03% 175
2021
Q2 		$84K Buy
3,045
+464
+18% +$12.7K 0.01% 242
2021
Q1 		$70K Buy
2,581
+609
+31% +$16.7K 0.01% 253
2020
Q4 		$56K Buy
+1,972
New +$55.2K 0.01% 252

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JNBA Financial Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.93% in Q2 2026, buying an estimated $12.4K and bringing the position to 58,470 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #83.

JNBA Financial Advisors first reported a position in SUSC in Q4 2020 and has held it in 23 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • JNBA Financial Advisors held 58,470 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.35M as of Q2 2026.
  • JNBA Financial Advisors bought 536 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.1% of JNBA Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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