Cambridge Investment Research Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Cambridge Investment Research Advisors’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
2025 Q2	–	Sell	-13,703	Closed	-$557K	–	3759
2025 Q1	$557K	Buy	13,703 +3	+0%	+$122	﹤0.01%	2326
2024 Q4	$554K	Buy	13,700 +2,581	+23%	+$105K	﹤0.01%	2346
2024 Q3	$453K	Buy	11,119 +2,620	+31%	+$106K	﹤0.01%	2488
2024 Q2	$344K	Sell	8,499 -945	-10%	-$38.2K	﹤0.01%	2596
2024 Q1	$382K	Buy	+9,444	New	+$382K	﹤0.01%	2513
2022 Q2	–	Sell	-6,588	Closed	-$264K	–	3216
2022 Q1	$264K	Buy	+6,588	New	+$265K	﹤0.01%	2652
2020 Q1	–	Sell	-93,870	Closed	-$3.79M	–	2480
2019 Q4	$3.79M	Buy	93,870 +80,499	+602%	+$3.25M	0.03%	566
2019 Q3	$541K	Buy	+13,371	New	+$540K	﹤0.01%	1449

Other funds holding ULST

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

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

PWM

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Cambridge Investment Research Advisors's ULST Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2025, closing a stake of 13,703 shares — an estimated $557K sold.

Cambridge Investment Research Advisors first reported a position in ULST in Q3 2019 and held it in 8 quarters. The position peaked at $3.79M in Q4 2019. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2025.

Cambridge Investment Research Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 13,703 State Street Ultra Short Term Bond ETF shares in Q2 2025, an estimated $557K.
Cambridge Investment Research Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q3 2019 and held it in 8 quarters.
Cambridge Investment Research Advisors's State Street Ultra Short Term Bond ETF position peaked at $3.79M in Q4 2019.
116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.