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

Bouchey Financial 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
2026 Q1	$282K	Buy	+6,979	New	+$283K	0.02%	135
2025 Q4	–	Sell	-9,951	Closed	-$405K	–	167
2025 Q3	$405K	Buy	9,951 +2,780	+39%	+$113K	0.03%	95
2025 Q2	$292K	Sell	7,171 -171,017	-96%	-$6.93M	0.02%	112
2025 Q1	$7.24M	Buy	178,188 +8,253	+5%	+$334K	0.65%	23
2024 Q4	$6.87M	Sell	169,935 -290,798	-63%	-$11.8M	0.6%	24
2024 Q3	$18.8M	Sell	460,733 -76,183	-14%	-$3.09M	1.68%	17
2024 Q2	$21.7M	Buy	536,916 +22,908	+4%	+$925K	2.06%	14
2024 Q1	$20.8M	Buy	514,008 +28,654	+6%	+$1.16M	2.05%	16
2023 Q4	$19.6M	Buy	485,354 +103,332	+27%	+$4.16M	2.1%	14
2023 Q3	$15.4M	Sell	382,022 -153,413	-29%	-$6.17M	1.89%	16
2023 Q2	$21.6M	Buy	535,435 +331,232	+162%	+$13.3M	2.61%	16
2023 Q1	$8.22M	Buy	204,203 +74,839	+58%	+$3M	1.09%	22
2022 Q4	$5.17M	Buy	+129,364	New	+$5.16M	0.75%	24

Other funds holding ULST

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Bouchey Financial Group's ULST Position: Q1 2026 in Review

Bouchey Financial Group opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q1 2026: 6,979 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings. This is a return to the name: Bouchey Financial Group previously reported a position in ULST as recently as Q3 2025.

Bouchey Financial Group first reported a position in ULST in Q4 2022 and has held it in 13 quarters since. The position peaked at $21.7M in Q2 2024. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

Bouchey Financial Group held 6,979 shares of State Street Ultra Short Term Bond ETF worth $282K as of Q1 2026.
State Street Ultra Short Term Bond ETF was a new Bouchey Financial Group position in Q1 2026.
State Street Ultra Short Term Bond ETF made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #135 holding.
Bouchey Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q4 2022 and has held it in 13 quarters since.
Bouchey Financial Group's State Street Ultra Short Term Bond ETF position peaked at $21.7M in Q2 2024.
105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.