Ishares Morningstar shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.8k | 437 | 20.12 |
| 2023-09-30 | $8.3k | 437 | 19.04 |
| 2023-06-30 | $28k | 1.4k | 19.52 |
| 2023-03-31 | $63k | 3.3k | 19.25 |
| 2022-12-31 | $114k | 6.0k | 18.98 |
| 2022-09-30 | $1.1M | 58k | 18.36 |
| 2022-06-30 | $1.4M | 70k | 19.83 |
| 2022-03-31 | $2.0M | 91k | 22.37 |
| 2021-12-31 | $2.5M | 103k | 24.03 |
| 2021-09-30 | $2.9M | 123k | 23.95 |
| 2021-06-30 | $3.2M | 133k | 24.18 |
| 2021-03-31 | $2.7M | 114k | 23.43 |
| 2020-12-31 | $2.2M | 90k | 24.07 |
| 2020-09-30 | $2.0M | 89k | 22.55 |
| 2020-06-30 | $2.0M | 89k | 22.20 |
| 2020-03-31 | $1.6M | 82k | 20.00 |
| 2019-12-31 | $2.0M | 77k | 25.55 |
| 2019-09-30 | $1.8M | 72k | 24.97 |
| 2019-06-30 | $1.4M | 57k | 25.13 |
| 2019-03-31 | $1.0M | 41k | 24.71 |