JNBA Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $914K | Buy |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $807K | Sell |
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|
2023
Q4 | $875K | Buy |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $608K | Buy |
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|
2022
Q4 | $514K | Sell |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $84K | Buy |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $56K | Buy |
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