Fed Herm Ultra SHRT BND-InstFULIX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$9.22avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Fed Herm Ultra SHRT BND-Inst (FULIX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Mfa Wealth Advisors, LLC ($406K) and Financial Gravity Asset Management, Inc. ($97K).
- Company
- Fed Herm Ultra SHRT BND-Inst
- Filed as
- FEDERATED HERMES ULTRASHORT BOND IS (Q2 2024)
- CUSIP
- 31428Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $406K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 49,169 shares bought, net +49,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Mfa Wealth Advisors, LLC | 0.09% | New | 43,984 | $406K |
| Financial Gravity Asset Management, Inc. | 0.02% | Add +97.7% | 10,494 | $97K |
"% of holder's portfolio" is FULIX's weight in each manager's 13F, not the share of Fed Herm Ultra SHRT BND-Inst the manager owns.