BFA
ULTR

Beaumont Financial Advisors’s IQ Ultra Short Duration ETF ULTR Stock Holding History

Beaumont Financial Advisors’s Portfolio ULTR Stock Details ULTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-83,562
Closed -$4.02M – 373
2022
Q1 		$4.02M Buy
83,562
+50,018
+149% +$2.41M 0.31% 66
2021
Q4 		$1.63M Sell
33,544
-182,268
-84% -$8.85M 0.12% 116
2021
Q3 		$10.7M Buy
+215,812
New +$10.7M 0.82% 35