Uma Financial Services, Inc. Closed Holding Positions

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Aug 02, 2022
6,432
$46.52 - $47.45 $299K - $305K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2022 Filed on Aug 02, 2022
7,265
$28.62 - $30.13 $208K - $219K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Aug 02, 2022
4,388
$45.07 - $47.95 $198K - $210K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on May 05, 2022
107,972
$48.35 - $50.5 $5.22M - $5.45M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on May 05, 2022
3,917
$49.53 - $52.66 $194K - $206K
Xilinx Inc
Q1 2022 Filed on May 05, 2022
1,542
N/A
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2022 Filed on May 05, 2022
6,197
$53.48 - $60.03 $331K - $372K
TRI
Thomson Reuters Corp

Industrials
Q4 2021 Filed on Jan 11, 2022
1,798
$109.42 - $123.35 $197K - $222K
Tc Pipelines LP
Q1 2021 Filed on Apr 06, 2021
6,500
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2020 Filed on Feb 19, 2021
43,773
$133.73 - $138.48 $5.85M - $6.06M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q4 2020 Filed on Feb 19, 2021
42,175
$43.72 - $45.44 $1.84M - $1.92M
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Feb 19, 2021
3,181
$119.27 - $121.81 $379K - $387K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2020 Filed on Feb 19, 2021
3,050
$155.16 - $163.36 $473K - $498K
MBB
Ishares Tr

ETFs
Q4 2020 Filed on Feb 19, 2021
18,312
$109.9 - $110.3 $2.01M - $2.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2020 Filed on Feb 19, 2021
176,521
$27.24 - $27.93 $4.81M - $4.93M
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2020 Filed on Aug 11, 2020
11,908
$2.42 - $5.88 $28.8K - $70K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
10,000
$8.53 - $9.98 $85.3K - $99.8K
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
2,435
$93.85 - $109.23 $229K - $266K
MFD
Macquarie/First Trust Global Infrastr/Util Div & Inc Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
22,597
$6.94 - $8.46 $157K - $191K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
10,000
$3.82 - $5.05 $38.2K - $50.5K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2020 Filed on Apr 23, 2020
1
$240000.0 - $344970.0 $240K - $345K
United Technologies Corp
Q1 2020 Filed on Apr 23, 2020
2,637
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2020 Filed on Apr 23, 2020
28,876
$50.43 - $60.2 $1.46M - $1.74M
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2020 Filed on Apr 23, 2020
8,075
$29.96 - $30.72 $242K - $248K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on Apr 23, 2020
3,655
$78.67 - $82.51 $288K - $302K
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