MBM Wealth Consultants’s Invesco Ultra Short Duration ETF GSY Stock Holding History

MBM Wealth Consultants’s Portfolio GSY Stock Details GSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-995	Closed	-$50K	–	261
2020 Q4	$50K	Sell	995 -600	-38%	-$30.3K	0.03%	131
2020 Q3	$81K	Buy	1,595 +995	+166%	+$50.3K	0.05%	109
2020 Q2	$30K	Buy	+600	New	+$30.1K	0.02%	143
2020 Q1	–	Sell	-3,970	Closed	-$200K	–	204
2019 Q4	$200K	Hold	3,970	–	–	0.15%	81
2019 Q3	$200K	Hold	3,970	–	–	0.16%	84
2019 Q2	$200K	Buy	3,970 +1,885	+90%	+$94.9K	0.17%	82
2019 Q1	$105K	Hold	2,085	–	–	0.09%	95
2018 Q4	$104K	Buy	+2,085	New	+$105K	0.1%	96

Other funds holding GSY

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MBM Wealth Consultants's GSY Position: Q1 2021 in Review

MBM Wealth Consultants sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2021, closing a stake of 995 shares — an estimated $50K sold.

MBM Wealth Consultants first reported a position in GSY in Q4 2018 and held it in 8 quarters. The position peaked at $200K in Q4 2019. 229 funds tracked by Wall St. Rank hold GSY as of Q1 2021.

MBM Wealth Consultants reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2021 after selling out during the quarter.
MBM Wealth Consultants sold 995 Invesco Ultra Short Duration ETF shares in Q1 2021, an estimated $50K.
MBM Wealth Consultants first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and held it in 8 quarters.
MBM Wealth Consultants's Invesco Ultra Short Duration ETF position peaked at $200K in Q4 2019.
229 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2021.

Based on MBM Wealth Consultants's 13F filing for Q1 2021, filed 10 May 2021.