JNBA Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

JNBA Financial Advisors’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5	Closed	–	–	849
2021 Q4	$0	Hold	5	–	–	﹤0.01%	884
2021 Q3	$0	Hold	5	–	–	﹤0.01%	754
2021 Q2	$0	Hold	5	–	–	﹤0.01%	709
2021 Q1	$0	Hold	5	–	–	﹤0.01%	674
2020 Q4	$0	Hold	5	–	–	﹤0.01%	636
2020 Q3	$0	Hold	5	–	–	﹤0.01%	592
2020 Q2	$0	Hold	5	–	–	﹤0.01%	585
2020 Q1	$0	Hold	5	–	–	﹤0.01%	608
2019 Q4	$0	Hold	5	–	–	﹤0.01%	634
2019 Q3	$0	Hold	5	–	–	﹤0.01%	702
2019 Q2	$0	Hold	5	–	–	﹤0.01%	697
2019 Q1	$0	Buy	+5	New	+$270	﹤0.01%	565
2016 Q2	–	Sell	-380	Closed	-$21K	–	550
2016 Q1	$21K	Buy	+380	New	+$20.4K	0.01%	284

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JNBA Financial Advisors's USIG Position: Q1 2022 in Review

JNBA Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 5 shares.

JNBA Financial Advisors first reported a position in USIG in Q1 2016 and held it in 13 quarters. The position peaked at $21K in Q1 2016. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

JNBA Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 5 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022.
JNBA Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2016 and held it in 13 quarters.
JNBA Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $21K in Q1 2016.
288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.