Investors Asset Management of Georgia’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Investors Asset Management of Georgia’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
2022 Q3	–	Sell	-118	Closed	-$5K	–	658
2022 Q2	$5K	Buy	+118	New	+$4.72K	﹤0.01%	477

Other funds holding ULST

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's ULST Position: Q3 2022 in Review

Investors Asset Management of Georgia sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2022, closing a stake of 118 shares — an estimated $5K sold.

Investors Asset Management of Georgia first reported a position in ULST in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 77 funds tracked by Wall St. Rank hold ULST as of Q3 2022.

Investors Asset Management of Georgia reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 118 State Street Ultra Short Term Bond ETF shares in Q3 2022, an estimated $5K.
Investors Asset Management of Georgia first reported a position in State Street Ultra Short Term Bond ETF in Q2 2022 and held it in 1 quarter.
Investors Asset Management of Georgia's State Street Ultra Short Term Bond ETF position peaked at $5K in Q2 2022.
77 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q3 2022, filed 27 Oct 2022.