Angeles Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Angeles Wealth 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
2026 Q1	$203K	Hold	5,000	–	–	0.01%	408
2025 Q4	$203K	Hold	5,000	–	–	0.01%	366
2025 Q3	$203K	Hold	5,000	–	–	0.01%	334
2025 Q2	$203K	Hold	5,000	–	–	0.01%	332
2025 Q1	$203K	Hold	5,000	–	–	0.02%	281
2024 Q4	$202K	Hold	5,000	–	–	0.02%	291
2024 Q3	$204K	Hold	5,000	–	–	0.02%	257
2024 Q2	$202K	Hold	5,000	–	–	0.02%	227
2024 Q1	$203K	Hold	5,000	–	–	0.02%	218
2023 Q4	$202K	Hold	5,000	–	–	0.02%	193
2023 Q3	$201K	Hold	5,000	–	–	0.03%	168
2023 Q2	$201K	Hold	5,000	–	–	0.03%	177
2023 Q1	$201K	Hold	5,000	–	–	0.03%	171
2022 Q4	$200K	Hold	5,000	–	–	0.04%	169
2022 Q3	$200K	Buy	+5,000	New	+$200K	0.04%	166

Other funds holding ULST

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Angeles Wealth Management's ULST Position: Q1 2026 in Review

Angeles Wealth Management held its State Street Ultra Short Term Bond ETF (ULST) position steady in Q1 2026 at 5,000 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #408.

Angeles Wealth Management first reported a position in ULST in Q3 2022 and has held it in 15 quarters since. The position peaked at $204K in Q3 2024. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

Angeles Wealth Management held 5,000 shares of State Street Ultra Short Term Bond ETF worth $203K as of Q1 2026.
Angeles Wealth Management left its State Street Ultra Short Term Bond ETF share count unchanged in Q1 2026.
State Street Ultra Short Term Bond ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #408 holding.
Angeles Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
Angeles Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $204K in Q3 2024.
105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.