JNBA Financial Advisors

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1569118 BLOOMINGTON, MN

Position in AOA

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$556,425

+$30,887 QoQ

Shares Held

6,288

+7.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$556,425	6,288	+7.2%	Shares	Sole	2026-04-23
2025-12-31	$525,538	5,868	+0.8%	Shares	Sole	2026-01-26
2025-09-30	$513,327	5,824	-7.9%	Shares	Sole	2025-10-28
2025-06-30	$527,421	6,324	-4.5%	Shares	Sole	2025-07-24
2025-03-31	$506,506	6,621	-8.0%	Shares	Sole	2025-04-25
2024-12-31	$551,592	7,200	+2.2%	Shares	Sole	2025-01-30
2024-09-30	$555,842	7,044	-3.0%	Shares	Sole	2024-10-31
2024-06-30	$543,276	7,265	-8.3%	Shares	Sole	2024-07-22
2024-03-31	$582,243	7,926	-37.3%	Shares	Sole	2024-04-26
2023-12-31	$873,482	12,650	+5.4%	Shares	Sole	2024-02-08
2023-09-30	$762,006	12,002	+0.4%	Shares	Sole	2023-11-02
2023-06-30	$792,895	11,952	+5.2%	Shares	Sole	2023-08-03
2023-03-31	$722,318	11,359	-5.3%	Shares	Sole	2023-05-02
2022-12-31	$716,701	11,995	-1.3%	Shares	Sole	2023-02-07
2022-09-30	$674,050	12,156	+12.1%	Shares	Sole	2022-11-07
2022-06-30	$649,507	10,845	+0.4%	Shares	Sole	2022-07-22
2022-03-31	$744,689	10,802	+7.1%	Shares	Sole	2022-04-29
2021-12-31	$734,608	10,088	-0.1%	Shares	Sole	2022-02-03
2021-09-30	$704,941	10,098	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$707,559	10,015	-5.0%	Shares	Sole	2021-08-04
2021-03-31	$705,576	10,542	-2.4%	Shares	Sole	2021-05-03
2020-12-31	$693,079	10,799	+4289.8%	Shares	Sole	2021-01-25
2020-09-30	$14,268	246	+0.4%	Shares	Sole	2020-11-05
2020-06-30	$13,445	245	-98.0%	Shares	Sole	2020-07-24
2020-03-31	$581,527	12,253	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.