5 Best Ultra Short Duration Bond (CASH) ETFs to Buy and Hold: PULS vs VNLA vs JPST vs GSY vs NEAR
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Asset Category: Cash (ICE Indices U.S. Treasury Short Bond Index (IDCOTS))
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Long-Term Performance: 4.53%
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Correlation to U.S. markets: -0.01
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S&P 500 Performance (US Large Cap Blend): 10.52% CAGR
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Back test timeframe: January 1972 – January 2024
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Oldest ETF back tested: iShares Short Treasury Bond ETF (SHV)
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Long-Term Performance: 1.17% CAGR
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Correlation to U.S. markets: -0.12
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S&P 500 Performance: 9.48% CAGR
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Back test timeframe: February 2007 – January 2024
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Number of ETFs available in this asset class: 60
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Number of ETFs in this asset class that are 5-years old or older: 16
- ETFs not considered for this article: ETFs with complex underlying assets such as swaps, ETFs with high volatility, and ETFs with durations greater than 1 year.
CASH (U.S. Treasury Short Bond Index (IDCOTS)) vs S&P 500: January 1972 – January 2024
The Deep Value ETF Accumulator Holdings 1-26-24
The Deep Value ETF Accumulator Holdings 1-20-24
Should You Follow Ray Dalio & Buy Cash-Like ETFs? (JPST)
Rising rate worries are gripping the whole world, crippling the investing scenario again with uncertainty. Volatility may become the name of the game thanks to a host of factors ranging from sticky inflation in the United States a
— Read on www.nasdaq.com/articles/should-you-follow-ray-dalio-buy-cash-like-etfs
The Deep Value ETF Accumulator Holdings 8-5-23
Regal Investment Advisors LLC Invests $388,000 in JPMorgan Ultra-Short Income ETF (JPST)
Read Regal Investment Advisors LLC Invests $388,000 in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/06/19/regal-investment-advisors-llc-invests-388000-in-jpmorgan-ultra-short-income-etf-nysearcajpst.html
Prostatis Group LLC Buys Shares of 45,316 JPMorgan Ultra-Short Income ETF (JPST)
Read Prostatis Group LLC Buys Shares of 45,316 JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/06/19/prostatis-group-llc-buys-shares-of-45316-jpmorgan-ultra-short-income-etf-nysearcajpst.html
Jefferies Financial Group Inc. Buys New Shares in JPMorgan Ultra-Short Income ETF (JPST)
Read Jefferies Financial Group Inc. Buys New Shares in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/06/14/jefferies-financial-group-inc-buys-new-shares-in-jpmorgan-ultra-short-income-etf-nysearcajpst.html
JPMorgan Ultra-Short Income ETF (JPST) Shares Bought by PNC Financial Services Group Inc.
Read JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Bought by PNC Financial Services Group Inc. at Defense World
— Read on www.defenseworld.net/2023/06/08/jpmorgan-ultra-short-income-etf-nysearcajpst-shares-bought-by-pnc-financial-services-group-inc.html
5 Most Popular Actively Managed ETFs (JPST)
Actively managed ETFs have gained immense popularity this year in response to the extreme volatility in the stock market. Active funds, which make up for a tiny fraction, i.e. less than 6% of the $7 trillion ETF industry, have pul
— Read on www.nasdaq.com/articles/5-most-popular-actively-managed-etfs
JPMorgan Ultra-Short Income ETF (JPST) Shares Bought by CFO4Life Group LLC
Read JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Bought by CFO4Life Group LLC at Defense World
— Read on www.defenseworld.net/2023/04/23/jpmorgan-ultra-short-income-etf-nysearcajpst-shares-bought-by-cfo4life-group-llc.html
JPMorgan Ultra-Short Income ETF (JPST) Holdings Boosted by Pinnacle Associates Ltd.
Read JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Holdings Boosted by Pinnacle Associates Ltd. at Defense World
— Read on www.defenseworld.net/2023/04/17/jpmorgan-ultra-short-income-etf-nysearcajpst-holdings-boosted-by-pinnacle-associates-ltd.html
Pinnacle Associates Ltd. Acquires 625 Shares of JPMorgan Ultra-Short Income ETF (JPST)
Read Pinnacle Associates Ltd. Acquires 625 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/04/08/pinnacle-associates-ltd-acquires-625-shares-of-jpmorgan-ultra-short-income-etf-nysearcajpst.html
Centaurus Financial Inc. Invests $365,000 in JPMorgan Ultra-Short Income ETF (JPST)
Read Centaurus Financial Inc. Invests $365,000 in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/03/19/centaurus-financial-inc-invests-365000-in-jpmorgan-ultra-short-income-etf-nysearcajpst.html
11,916 Shares in JPMorgan Ultra-Short Income ETF (JPST) Acquired by WealthPlan Investment Management LLC
Read 11,916 Shares in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Acquired by WealthPlan Investment Management LLC at Defense World
— Read on www.defenseworld.net/2023/03/17/11916-shares-in-jpmorgan-ultra-short-income-etf-nysearcajpst-acquired-by-wealthplan-investment-management-llc.html
3 Promising Bond Funds to Watch in 2023 (JPST)
These relatively new and unique bond strategies have a place on the Morningstar Prospects list this year.
— Read on www.morningstar.com/articles/1144114/3-promising-bond-funds-to-watch-in-2023
Bond ETFs are bouncing back this year. Here’s why (JPST)
After a dismal 2022 for fixed income funds, bonds are steadily regaining steam in the new year thanks in part to an inverted yield curve.
— Read on www.cnbc.com/2023/02/15/bond-etfs-are-bouncing-back-this-year-heres-why.html
3 Great ETFs to Buy for Your Long-Term Portfolio (JPST)
Vanguard Short-Term Corporate Bond Index Fund(NASDAQ:VCSH): With the labor market still running hot, the Fed is likely to continue raising interest rates throughout this year. Amid this, investors might consider buying quality ETFs, Vanguard Short-Term Corporate Bond Index Fund (VCSH), JPMorgan Ultra-Short Income ETF (JPST), and SPDR S&P MIDCAP 400 ETF Trust (MDY) to ensure steady returns for 2023 and beyond. Read on…
— Read on stocknews.com/news/vcsh-jpst-mdy-3-great-etfs-to-buy-for-2023-and-beyond/
Rosenbluth Gets Active on ETF Edge (JPST)
VettaFi director of research Todd Rosenbluth appeared with PIMCO’s Jerome Schneider and JP Morgan’s James McNerny, on ETF Edge.
— Read on etfdb.com/active-etf-channel/rosenbluth-gets-active-on-etf-edge/
Opened New Position in Ultra Short Term Bonds (JPST) 1-30-23
Today we opened a new position in the JPMorgan Ultra-Short Income ETF (JPST). We are utilizing this fund as a proxy for cash and/or short term treasuries. Read why we invest in JPST right here: 5 Best Short & Ultra Short Bond ETFs to Own Long-Term
5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6
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Asset Category: U.S. Short Term Treasury / Short TermInvestment Grade Bonds
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Long-Term Performance: 4.79% / 5.37% CAGR
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Correlation to U.S. markets: -0.02 / 0.29
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S&P 500 Performance (US Large Cap Blend): 11.05% CAGR
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Back test timeframe: January 1983 – December 2022
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Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)
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Long-Term Performance: 1.62% CAGR
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Correlation to U.S. markets: -0.22
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S&P 500 Performance: 9.36% CAGR
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Back test timeframe: August 2002 – December 2022
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Number of ETFs available in this asset class: 99
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Number of ETFs in this asset class that are 5-years old or older: 43
U.S. Short Term Treasury Bonds vs Short Term Investment Grade Bonds vs S&P 500: January 1983 – December 2022
Continue reading “5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6”