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Cornerstone Planning Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Cornerstone Planning Group’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
-1,124
Closed -$45.6K – 1690
2025
Q1 		$45.6K Buy
+1,124
New +$45.5K 0.01% 253

Other funds holding ULST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cornerstone Planning Group's ULST Position: Q2 2025 in Review

Cornerstone Planning Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2025, closing a stake of 1,124 shares — an estimated $45.6K sold.

Cornerstone Planning Group first reported a position in ULST in Q1 2025 and held it in 1 quarter. The position peaked at $45.6K in Q1 2025. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2025.

  • Cornerstone Planning Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,124 State Street Ultra Short Term Bond ETF shares in Q2 2025, an estimated $45.6K.
  • Cornerstone Planning Group first reported a position in State Street Ultra Short Term Bond ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's State Street Ultra Short Term Bond ETF position peaked at $45.6K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.