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

Avior 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
2025
Q1 		– Sell
-169
Closed -$6.83K – 2238
2024
Q4 		$6.83K Hold
169
– – ﹤0.01% 1755
2024
Q3 		$6.89K Sell
169
-132
-44% -$5.36K ﹤0.01% 1667
2024
Q2 		$12.2K Sell
301
-221
-42% -$8.93K ﹤0.01% 1459
2024
Q1 		$21.1K Buy
+522
New +$21.1K ﹤0.01% 1580

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Avior Wealth Management's ULST Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2025, closing a stake of 169 shares — an estimated $6.83K sold.

Avior Wealth Management first reported a position in ULST in Q1 2024 and held it in 4 quarters. The position peaked at $21.1K in Q1 2024. 120 funds tracked by Wall St. Rank hold ULST as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 169 State Street Ultra Short Term Bond ETF shares in Q1 2025, an estimated $6.83K.
  • Avior Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $21.1K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.