Bessemer Group
ULST icon

Bessemer Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Bessemer Group’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
Q1 		– Sell
-1,400
Closed -$56K – 2078
2022
Q4 		$56K Buy
+1,400
New +$55.9K ﹤0.01% 1129

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bessemer Group's ULST Position: Q1 2023 in Review

Bessemer Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2023, closing a stake of 1,400 shares — an estimated $56K sold.

Bessemer Group first reported a position in ULST in Q4 2022 and held it in 1 quarter. The position peaked at $56K in Q4 2022. 93 funds tracked by Wall St. Rank hold ULST as of Q1 2023.

  • Bessemer Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Bessemer Group sold 1,400 State Street Ultra Short Term Bond ETF shares in Q1 2023, an estimated $56K.
  • Bessemer Group first reported a position in State Street Ultra Short Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Bessemer Group's State Street Ultra Short Term Bond ETF position peaked at $56K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2023.

Based on Bessemer Group's 13F filing for Q1 2023, filed 10 May 2023.