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MBM Wealth Consultants’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-1,220
Closed -$49K – 268
2020
Q4 		$49K Sell
1,220
-1,245
-51% -$50.3K 0.03% 133
2020
Q3 		$100K Buy
+2,465
New +$99.5K 0.06% 102

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

MBM Wealth Consultants sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2021, closing a stake of 1,220 shares — an estimated $49K sold.

MBM Wealth Consultants first reported a position in ULST in Q3 2020 and held it in 2 quarters. The position peaked at $100K in Q3 2020. 61 funds tracked by Wall St. Rank hold ULST as of Q1 2021.

  • MBM Wealth Consultants reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • MBM Wealth Consultants sold 1,220 State Street Ultra Short Term Bond ETF shares in Q1 2021, an estimated $49K.
  • MBM Wealth Consultants first reported a position in State Street Ultra Short Term Bond ETF in Q3 2020 and held it in 2 quarters.
  • MBM Wealth Consultants's State Street Ultra Short Term Bond ETF position peaked at $100K in Q3 2020.
  • 61 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2021.

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