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Matthew Hamilton Rosenberg’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Matthew Hamilton Rosenberg’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
2020
Q2 		– Sell
-1,111
Closed -$97K – 552
2020
Q1 		$97K Buy
+1,111
New +$44.6K 0.1% 129

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Matthew Hamilton Rosenberg's ULST Position: Q2 2020 in Review

Matthew Hamilton Rosenberg sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2020, closing a stake of 1,111 shares — an estimated $97K sold.

Matthew Hamilton Rosenberg first reported a position in ULST in Q1 2020 and held it in 1 quarter. The position peaked at $97K in Q1 2020. 44 funds tracked by Wall St. Rank hold ULST as of Q2 2020.

  • Matthew Hamilton Rosenberg reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 1,111 State Street Ultra Short Term Bond ETF shares in Q2 2020, an estimated $97K.
  • Matthew Hamilton Rosenberg first reported a position in State Street Ultra Short Term Bond ETF in Q1 2020 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's State Street Ultra Short Term Bond ETF position peaked at $97K in Q1 2020.
  • 44 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2020.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2020, filed 4 Aug 2020.