JNBA Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-86	Closed	-$4.24K	–	679
2024 Q1	$4.24K	Buy	86 +1	+1%	+$49	﹤0.01%	552
2023 Q4	$4.2K	Buy	85 +2	+2%	+$98	﹤0.01%	552
2023 Q3	$4.11K	Hold	83	–	–	﹤0.01%	564
2023 Q2	$4.06K	Buy	83 +1	+1%	+$49	﹤0.01%	560
2023 Q1	$4.02K	Buy	82 +1	+1%	+$49	﹤0.01%	572
2022 Q4	$3.98K	Buy	81 +1	+1%	+$49	﹤0.01%	535
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	557
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	596
2022 Q1	$4K	Hold	80	–	–	﹤0.01%	583
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	658
2021 Q3	$4K	Hold	80	–	–	﹤0.01%	623
2021 Q2	$4K	Buy	+80	New	+$4.01K	﹤0.01%	577

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2024, closing a stake of 86 shares — an estimated $4.24K sold.

JNBA Financial Advisors first reported a position in VUSB in Q2 2021 and held it in 12 quarters. The position peaked at $4.24K in Q1 2024. 298 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

JNBA Financial Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2024 after selling out during the quarter.
JNBA Financial Advisors sold 86 Vanguard Ultra-Short Bond ETF shares in Q2 2024, an estimated $4.24K.
JNBA Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 12 quarters.
JNBA Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $4.24K in Q1 2024.
298 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

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