Carson Wealth (CWM LLC)’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145M | Buy |
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|
2025
Q2 | $127M | Buy |
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|
2025
Q1 | $69.3M | Buy |
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|
2024
Q4 | $67.6M | Buy |
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|
2024
Q3 | $66M | Sell |
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|
2024
Q2 | $70.6M | Buy |
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|
2024
Q1 | $68.4M | Buy |
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|
2023
Q4 | $45.7M | Buy |
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|
2023
Q3 | $34.9M | Buy |
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|
2023
Q2 | $31.8M | Buy |
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|
2023
Q1 | $28.8M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $26K | Buy |
|