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Cannon Wealth Management Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Cannon Wealth Management Services’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 		$2.02M Buy
49,772
+14,629
+42% +$593K 1.36% 21
2025
Q4 		$1.42M Buy
35,143
+7,643
+28% +$310K 1% 26
2025
Q3 		$1.12M Buy
27,500
+9,002
+49% +$365K 0.85% 25
2025
Q2 		$752K Buy
18,498
+4,111
+29% +$167K 0.61% 30
2025
Q1 		$583K Buy
14,387
+2,025
+16% +$82K 0.52% 34
2024
Q4 		$499K Buy
12,362
+4,414
+56% +$179K 0.43% 40
2024
Q3 		$324K Buy
+7,948
New +$323K 0.3% 56

Other funds holding ULST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
BW
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Cannon Wealth Management Services's ULST Position: Q1 2026 in Review

Cannon Wealth Management Services increased its State Street Ultra Short Term Bond ETF (ULST) stake by 42% in Q1 2026, buying an estimated $593K and bringing the position to 49,772 shares worth $2.02M. The position accounts for 1.36% of the portfolio, ranked #21.

Cannon Wealth Management Services first reported a position in ULST in Q3 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

  • Cannon Wealth Management Services held 49,772 shares of State Street Ultra Short Term Bond ETF worth $2.02M as of Q1 2026.
  • Cannon Wealth Management Services bought 14,629 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $593K.
  • State Street Ultra Short Term Bond ETF made up 1.36% of Cannon Wealth Management Services's portfolio in Q1 2026, its #21 holding.
  • Cannon Wealth Management Services first reported a position in State Street Ultra Short Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.