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Canvas Wealth Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Canvas Wealth 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
Q3 		– Sell
-6,500
Closed -$264K – 226
2025
Q2 		$264K Hold
6,500
– – 0.05% 158
2025
Q1 		$264K Hold
6,500
– – 0.07% 151
2024
Q4 		$263K Buy
6,500
+250
+4% +$10.1K 0.07% 140
2024
Q3 		$255K Buy
6,250
+250
+4% +$10.1K 0.07% 147
2024
Q2 		$243K Buy
+6,000
New +$242K 0.08% 128

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 $445B AUM 25.58% 1-Year Est. Return
AC
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Canvas Wealth Advisors's ULST Position: Q3 2025 in Review

Canvas Wealth Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2025, closing a stake of 6,500 shares — an estimated $264K sold.

Canvas Wealth Advisors first reported a position in ULST in Q2 2024 and held it in 5 quarters. The position peaked at $264K in Q2 2025. 109 funds tracked by Wall St. Rank hold ULST as of Q3 2025.

  • Canvas Wealth Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Canvas Wealth Advisors sold 6,500 State Street Ultra Short Term Bond ETF shares in Q3 2025, an estimated $264K.
  • Canvas Wealth Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q2 2024 and held it in 5 quarters.
  • Canvas Wealth Advisors's State Street Ultra Short Term Bond ETF position peaked at $264K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2025.

Based on Canvas Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.