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 Q2	$270K	Sell	6,690 -289	-4%	-$11.7K	0.02%	150
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

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

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Bouchey Financial Group's ULST Position: Q2 2026 in Review

Bouchey Financial Group reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 4.1% in Q2 2026, selling an estimated $11.7K and leaving 6,690 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #150.

Bouchey Financial Group first reported a position in ULST in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.7M in Q2 2024. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

Bouchey Financial Group held 6,690 shares of State Street Ultra Short Term Bond ETF worth $270K as of Q2 2026.
Bouchey Financial Group sold 289 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $11.7K.
State Street Ultra Short Term Bond ETF made up 0.02% of Bouchey Financial Group's portfolio in Q2 2026, its #150 holding.
Bouchey Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Bouchey Financial Group's State Street Ultra Short Term Bond ETF position peaked at $21.7M in Q2 2024.
116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.