JFA
JNBA Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
48,237
-3,577
| -7% | -$83.1K | 0.11% | 84 |
|
|
2025
Q1 | $1.19M | Sell |
51,814
-3,720
| -7% | -$85.8K | 0.12% | 79 |
|
|
2024
Q4 | $1.26M | Buy |
55,534
+17,124
| +45% | +$389K | 0.13% | 77 |
|
|
2024
Q3 | $914K | Buy |
38,410
+8,986
| +31% | +$214K | 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% | -$57.6K | 0.08% | 109 |
|
|
2023
Q4 | $875K | Buy |
37,621
+6,022
| +19% | +$140K | 0.1% | 102 |
|
|
2023
Q3 | $688K | Buy |
31,599
+1,953
| +7% | +$42.5K | 0.09% | 114 |
|
|
2023
Q2 | $674K | Buy |
29,646
+3,232
| +12% | +$73.5K | 0.08% | 115 |
|
|
2023
Q1 | $608K | Buy |
26,414
+3,379
| +15% | +$77.8K | 0.08% | 120 |
|
|
2022
Q4 | $514K | Sell |
23,035
-728
| -3% | -$16.2K | 0.07% | 127 |
|
|
2022
Q3 | $518K | Buy |
23,763
+1,119
| +5% | +$24.4K | 0.08% | 122 |
|
|
2022
Q2 | $524K | Buy |
22,644
+3,360
| +17% | +$77.8K | 0.08% | 120 |
|
|
2022
Q1 | $485K | Buy |
19,284
+10,263
| +114% | +$258K | 0.06% | 128 |
|
|
2021
Q4 | $246K | Hold |
9,021
| – | – | 0.03% | 181 |
|
|
2021
Q3 | $248K | Buy |
9,021
+5,976
| +196% | +$164K | 0.03% | 175 |
|
|
2021
Q2 | $84K | Buy |
3,045
+464
| +18% | +$12.8K | 0.01% | 242 |
|
|
2021
Q1 | $70K | Buy |
2,581
+609
| +31% | +$16.5K | 0.01% | 253 |
|
|
2020
Q4 | $56K | Buy |
+1,972
| New | +$56K | 0.01% | 252 |
|