Brown Financial Advisors’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.03M	Sell	99,048 -20,803	-17%	-$846K	1.57%	15
2025 Q1	$4.87M	Buy	119,851 +31,748	+36%	+$1.29M	2.01%	8
2024 Q4	$3.56M	Sell	88,103 -521	-0.6%	-$21.1K	1.43%	18
2024 Q3	$3.61M	Buy	88,624 +4,185	+5%	+$171K	1.49%	18
2024 Q2	$3.42M	Buy	+84,439	New	+$3.42M	1.53%	14