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JNBA Financial Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

JNBA Financial Advisors’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-146
Closed -$5.91K – 677
2024
Q1 		$5.91K Buy
146
+1
+0.7% +$40 ﹤0.01% 517
2023
Q4 		$5.84K Buy
145
+3
+2% +$121 ﹤0.01% 524
2023
Q3 		$5.73K Buy
142
+1
+0.7% +$40 ﹤0.01% 529
2023
Q2 		$5.66K Buy
141
+38
+37% +$1.53K ﹤0.01% 523
2023
Q1 		$4.13K Buy
103
+1
+1% +$40 ﹤0.01% 568
2022
Q4 		$4.08K Buy
102
+1
+1% +$40 ﹤0.01% 533
2022
Q3 		$4K Buy
101
+1
+1% +$40 ﹤0.01% 555
2022
Q2 		$4K Hold
100
– – ﹤0.01% 594
2022
Q1 		$4K Hold
100
– – ﹤0.01% 581
2021
Q4 		$4K Hold
100
– – ﹤0.01% 655
2021
Q3 		$4K Hold
100
– – ﹤0.01% 620
2021
Q2 		$4K Buy
+100
New +$4.05K ﹤0.01% 574

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JNBA Financial Advisors's ULST Position: Q2 2024 in Review

JNBA Financial Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2024, closing a stake of 146 shares — an estimated $5.91K sold.

JNBA Financial Advisors first reported a position in ULST in Q2 2021 and held it in 12 quarters. The position peaked at $5.91K in Q1 2024. 112 funds tracked by Wall St. Rank hold ULST as of Q2 2024.

  • JNBA Financial Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 146 State Street Ultra Short Term Bond ETF shares in Q2 2024, an estimated $5.91K.
  • JNBA Financial Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q2 2021 and held it in 12 quarters.
  • JNBA Financial Advisors's State Street Ultra Short Term Bond ETF position peaked at $5.91K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2024.

Based on JNBA Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.