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OneDigital Investment Advisors’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

OneDigital Investment Advisors’s Portfolio TBUX Stock Details TBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,000
Closed -$243K – 855
2022
Q3 		$243K Buy
+5,000
New +$244K 0.01% 655

Other funds holding TBUX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

OneDigital Investment Advisors's TBUX Position: Q4 2022 in Review

OneDigital Investment Advisors sold out of T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q4 2022, closing a stake of 5,000 shares — an estimated $243K sold.

OneDigital Investment Advisors first reported a position in TBUX in Q3 2022 and held it in 1 quarter. The position peaked at $243K in Q3 2022. 18 funds tracked by Wall St. Rank hold TBUX as of Q4 2022.

  • OneDigital Investment Advisors reported no remaining T. Rowe Price Ultra Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,000 T. Rowe Price Ultra Short-Term Bond ETF shares in Q4 2022, an estimated $243K.
  • OneDigital Investment Advisors first reported a position in T. Rowe Price Ultra Short-Term Bond ETF in Q3 2022 and held it in 1 quarter.
  • OneDigital Investment Advisors's T. Rowe Price Ultra Short-Term Bond ETF position peaked at $243K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q4 2022.

Based on OneDigital Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.