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Armor Investment Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Armor Investment Advisors’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
2022
Q4 		– Sell
-24,744
Closed -$988K – 181
2022
Q3 		$988K Sell
24,744
-2,862
-10% -$114K 0.67% 44
2022
Q2 		$1.1M Sell
27,606
-13,785
-33% -$551K 0.71% 42
2022
Q1 		$1.66M Sell
41,391
-14,262
-26% -$573K 0.94% 38
2021
Q4 		$2.24M Buy
+55,653
New +$2.25M 1.27% 25

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Armor Investment Advisors's ULST Position: Q4 2022 in Review

Armor Investment Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2022, closing a stake of 24,744 shares — an estimated $988K sold.

Armor Investment Advisors first reported a position in ULST in Q4 2021 and held it in 4 quarters. The position peaked at $2.24M in Q4 2021. 80 funds tracked by Wall St. Rank hold ULST as of Q4 2022.

  • Armor Investment Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Armor Investment Advisors sold 24,744 State Street Ultra Short Term Bond ETF shares in Q4 2022, an estimated $988K.
  • Armor Investment Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q4 2021 and held it in 4 quarters.
  • Armor Investment Advisors's State Street Ultra Short Term Bond ETF position peaked at $2.24M in Q4 2021.
  • 80 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2022.

Based on Armor Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.