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Raab & Moskowitz Asset Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Raab & Moskowitz Asset Management’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
Q1 		– Sell
-2,712
Closed -$109K – 477
2019
Q4 		$109K Buy
+2,712
New +$110K 0.04% 195
2018
Q4 		– Sell
-2,805
Closed -$113K – 468
2018
Q3 		$113K Buy
+2,805
New +$113K 0.05% 189

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $377B AUM 19.32% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raab & Moskowitz Asset Management's ULST Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2020, closing a stake of 2,712 shares — an estimated $109K sold.

Raab & Moskowitz Asset Management first reported a position in ULST in Q3 2018 and held it in 2 quarters. The position peaked at $113K in Q3 2018. 46 funds tracked by Wall St. Rank hold ULST as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 2,712 State Street Ultra Short Term Bond ETF shares in Q1 2020, an estimated $109K.
  • Raab & Moskowitz Asset Management first reported a position in State Street Ultra Short Term Bond ETF in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's State Street Ultra Short Term Bond ETF position peaked at $113K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.