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Blue Trust Inc’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Blue Trust Inc’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
Q2 		$26.5K Buy
+655
New +$26.5K ﹤0.01% 1575
2026
Q1 		– Sell
-506
Closed -$20.5K – 2683
2025
Q4 		$20.5K Buy
+506
New +$20.5K ﹤0.01% 1674
2023
Q2 		– Sell
-316
Closed -$13K – 2533
2023
Q1 		$13K Buy
+316
New +$12.7K ﹤0.01% 1527

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

Blue Trust Inc's ULST Position: Q2 2026 in Review

Blue Trust Inc opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q2 2026: 655 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in ULST as recently as Q4 2025.

Blue Trust Inc first reported a position in ULST in Q1 2023 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Blue Trust Inc held 655 shares of State Street Ultra Short Term Bond ETF worth $26.5K as of Q2 2026.
  • State Street Ultra Short Term Bond ETF was a new Blue Trust Inc position in Q2 2026.
  • State Street Ultra Short Term Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1575 holding.
  • Blue Trust Inc first reported a position in State Street Ultra Short Term Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.