BDO Wealth Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

BDO Wealth 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
2023 Q2	$36.6K	Buy	908 +9	+1%	+$362	﹤0.01%	482
2023 Q1	$36.2K	Buy	899 +6	+0.7%	+$241	﹤0.01%	476
2022 Q4	$35.7K	Buy	893 +9	+1%	+$359	﹤0.01%	469
2022 Q3	$35K	Buy	884 +4	+0.5%	+$160	﹤0.01%	470
2022 Q2	$35K	Buy	880 +1	+0.1%	+$40	﹤0.01%	471
2022 Q1	$35K	Buy	879 +1	+0.1%	+$40	﹤0.01%	493
2021 Q4	$35K	Buy	878 +1	+0.1%	+$40	﹤0.01%	515
2021 Q3	$35K	Buy	877 +1	+0.1%	+$40	﹤0.01%	501
2021 Q2	$35K	Buy	876 +2	+0.2%	+$81	﹤0.01%	519
2021 Q1	$35K	Buy	874 +1	+0.1%	+$40	﹤0.01%	510
2020 Q4	$35K	Buy	873 +2	+0.2%	+$81	﹤0.01%	393
2020 Q3	$35K	Buy	871 +771	+771%	+$31.1K	0.01%	369
2020 Q2	$4K	Buy	+100	New	+$3.98K	﹤0.01%	583

Other funds holding ULST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BDO Wealth Advisors's ULST Position: Q2 2023 in Review

BDO Wealth Advisors increased its State Street Ultra Short Term Bond ETF (ULST) stake by 1% in Q2 2023, buying an estimated $362 and bringing the position to 908 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

BDO Wealth Advisors first reported a position in ULST in Q2 2020 and has held it in 13 quarters since. 92 funds tracked by Wall St. Rank hold ULST as of Q2 2023.

BDO Wealth Advisors held 908 shares of State Street Ultra Short Term Bond ETF worth $36.6K as of Q2 2023.
BDO Wealth Advisors bought 9 State Street Ultra Short Term Bond ETF shares in Q2 2023, an estimated $362.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #482 holding.
BDO Wealth Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q2 2020 and has held it in 13 quarters since.
92 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.