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Marshall Financial Group (Maryland)’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Marshall Financial Group (Maryland)’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
Q1 		– Sell
-7,401
Closed -$298K – 218
2021
Q4 		$298K Buy
+7,401
New +$299K 0.11% 179

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HWA
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FA
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B
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Tidal Investments
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Marshall Financial Group (Maryland)'s ULST Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2022, closing a stake of 7,401 shares — an estimated $298K sold.

Marshall Financial Group (Maryland) first reported a position in ULST in Q4 2021 and held it in 1 quarter. The position peaked at $298K in Q4 2021. 84 funds tracked by Wall St. Rank hold ULST as of Q1 2022.

  • Marshall Financial Group (Maryland) reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 7,401 State Street Ultra Short Term Bond ETF shares in Q1 2022, an estimated $298K.
  • Marshall Financial Group (Maryland) first reported a position in State Street Ultra Short Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s State Street Ultra Short Term Bond ETF position peaked at $298K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.