INVESTMENT MANAGEMENT ASSOCIATES INC /ADV historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, INVESTMENT MANAGEMENT ASSOCIATES INC /ADV opened 5 positions, added to 6, reduced 6 and sold out of 9.
- Q2 2026: Stock SHV; Country of operation —; Class TRUST ISHARE 0-1; Shares before 35,212.
- Q1 2026: Stock SHV; Country of operation —; Class TRUST ISHARE 0-1; Shares before 33,065.
- Q3 2025: Stock SHV; Country of operation —; Class SHORT TREAS BD; Shares before 21,872.
- Q1 2025: Stock SHV; Country of operation —; Class SHORT TREAS BD; Shares before 14,788.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 52024), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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