Cetera Investment Advisers’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Cetera Investment Advisers’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	$395K	Buy	9,743 +2,307	+31%	+$93.5K	﹤0.01%	3731
2025 Q4	$301K	Buy	7,436 +148	+2%	+$6.01K	﹤0.01%	3903
2025 Q3	$297K	Buy	+7,288	New	+$296K	﹤0.01%	3841
2024 Q3	–	Sell	-11,148	Closed	-$451K	–	3910
2024 Q2	$451K	Buy	11,148 +2,922	+36%	+$118K	﹤0.01%	2673
2024 Q1	$333K	Buy	+8,226	New	+$333K	﹤0.01%	2942
2023 Q3	–	Sell	-9,535	Closed	-$384K	–	2299
2023 Q2	$384K	Buy	+9,535	New	+$383K	﹤0.01%	1594

Other funds holding ULST

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

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

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

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

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 Greenwich, Connecticut $218B AUM 29.41% 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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Cetera Investment Advisers's ULST Position: Q1 2026 in Review

Cetera Investment Advisers increased its State Street Ultra Short Term Bond ETF (ULST) stake by 31% in Q1 2026, buying an estimated $93.5K and bringing the position to 9,743 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

Cetera Investment Advisers first reported a position in ULST in Q2 2023 and has held it in 6 quarters since. The position peaked at $451K in Q2 2024. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

Cetera Investment Advisers held 9,743 shares of State Street Ultra Short Term Bond ETF worth $395K as of Q1 2026.
Cetera Investment Advisers bought 2,307 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $93.5K.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3731 holding.
Cetera Investment Advisers first reported a position in State Street Ultra Short Term Bond ETF in Q2 2023 and has held it in 6 quarters since.
Cetera Investment Advisers's State Street Ultra Short Term Bond ETF position peaked at $451K in Q2 2024.
105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.