PWM
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Pinnacle Wealth Management’s T. Rowe Price Ultra Short-Term Bond ETF TBUX Stock Holding History

Pinnacle Wealth Management’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 		$1.14M Buy
+23,560
New +$1.14M 1.38% 40

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 $71.6B AUM 21.08% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Pinnacle Wealth Management's TBUX Position: Q4 2022 in Review

Pinnacle Wealth Management opened a new position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) in Q4 2022: 23,560 shares worth $1.14M. The stake represents 1.38% of the portfolio and ranks #40 among its holdings.

18 funds tracked by Wall St. Rank hold TBUX as of Q4 2022.

  • Pinnacle Wealth Management held 23,560 shares of T. Rowe Price Ultra Short-Term Bond ETF worth $1.14M as of Q4 2022.
  • T. Rowe Price Ultra Short-Term Bond ETF was a new Pinnacle Wealth Management position in Q4 2022.
  • T. Rowe Price Ultra Short-Term Bond ETF made up 1.38% of Pinnacle Wealth Management's portfolio in Q4 2022, its #40 holding.
  • 18 funds tracked by Wall St. Rank held T. Rowe Price Ultra Short-Term Bond ETF as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.