Bouchey Financial Group
ULST icon

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
Q3 		$267K Sell
6,625
-65
-1% -$2.62K 0.02% 170
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return
Stablepoint Partners
Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
ORBA Wealth Advisors
ORBA Wealth Advisors Chicago, Illinois $117M AUM 17.9% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bouchey Financial Group's ULST Position: Q3 2026 in Review

Bouchey Financial Group reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 0.97% in Q3 2026, selling an estimated $2.62K and leaving 6,625 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #170.

Bouchey Financial Group first reported a position in ULST in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.7M in Q2 2024. 92 funds tracked by Wall St. Rank hold ULST as of Q3 2026.

  • Bouchey Financial Group held 6,625 shares of State Street Ultra Short Term Bond ETF worth $267K as of Q3 2026.
  • Bouchey Financial Group sold 65 State Street Ultra Short Term Bond ETF shares in Q3 2026, an estimated $2.62K.
  • State Street Ultra Short Term Bond ETF made up 0.02% of Bouchey Financial Group's portfolio in Q3 2026, its #170 holding.
  • Bouchey Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bouchey Financial Group's State Street Ultra Short Term Bond ETF position peaked at $21.7M in Q2 2024.
  • 92 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2026.

Based on Bouchey Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.