M1FG
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Mach-1 Financial Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Mach-1 Financial Group’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
Q4 		– Sell
-14,667
Closed -$593K – 300
2021
Q3 		$593K Sell
14,667
-54,165
-79% -$2.19M 0.43% 9
2021
Q2 		$2.79M Buy
+68,832
New +$2.79M 1.99% 8

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Mach-1 Financial Group's ULST Position: Q4 2021 in Review

Mach-1 Financial Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2021, closing a stake of 14,667 shares — an estimated $593K sold.

Mach-1 Financial Group first reported a position in ULST in Q2 2021 and held it in 2 quarters. The position peaked at $2.79M in Q2 2021. 82 funds tracked by Wall St. Rank hold ULST as of Q4 2021.

  • Mach-1 Financial Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Mach-1 Financial Group sold 14,667 State Street Ultra Short Term Bond ETF shares in Q4 2021, an estimated $593K.
  • Mach-1 Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q2 2021 and held it in 2 quarters.
  • Mach-1 Financial Group's State Street Ultra Short Term Bond ETF position peaked at $2.79M in Q2 2021.
  • 82 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2021.

Based on Mach-1 Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.