IMA Advisory Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

IMA Advisory Services’s Portfolio ULST Stock Details ULST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-224	Closed	-$9K	–	301
2021 Q1	$9K	Buy	+224	New	+$9.07K	﹤0.01%	239

Other funds holding ULST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

IMA Advisory Services's ULST Position: Q2 2021 in Review

IMA Advisory Services sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2021, closing a stake of 224 shares — an estimated $9K sold.

IMA Advisory Services first reported a position in ULST in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 72 funds tracked by Wall St. Rank hold ULST as of Q2 2021.

IMA Advisory Services reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2021 after selling out during the quarter.
IMA Advisory Services sold 224 State Street Ultra Short Term Bond ETF shares in Q2 2021, an estimated $9K.
IMA Advisory Services first reported a position in State Street Ultra Short Term Bond ETF in Q1 2021 and held it in 1 quarter.
IMA Advisory Services's State Street Ultra Short Term Bond ETF position peaked at $9K in Q1 2021.
72 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2021.

Based on IMA Advisory Services's 13F filing for Q2 2021, filed 13 Aug 2021.