CX Institutional’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

CX Institutional’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 Q2	$40K	Hold	985	–	–	﹤0.01%	1023
2026 Q1	$40K	Hold	985	–	–	﹤0.01%	1008
2025 Q4	$40K	Buy	985 +9	+0.9%	+$365	﹤0.01%	1008
2025 Q3	$40K	Buy	976 +4	+0.4%	+$162	﹤0.01%	977
2025 Q2	$40K	Hold	972	–	–	﹤0.01%	891
2025 Q1	$40K	Buy	+972	New	+$39.4K	﹤0.01%	869
2021 Q4	–	Sell	-70,106	Closed	-$2.84M	–	863
2021 Q3	$2.84M	Hold	70,106	–	–	0.23%	111
2021 Q2	$2.84M	Sell	70,106 -14,521	-17%	-$588K	0.23%	107
2021 Q1	$3.42M	Buy	+84,627	New	+$3.43M	0.31%	92

Other funds holding ULST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

OWA

ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

CX Institutional's ULST Position: Q2 2026 in Review

CX Institutional held its State Street Ultra Short Term Bond ETF (ULST) position steady in Q2 2026 at 985 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

CX Institutional first reported a position in ULST in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.42M in Q1 2021. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

CX Institutional held 985 shares of State Street Ultra Short Term Bond ETF worth $40K as of Q2 2026.
CX Institutional left its State Street Ultra Short Term Bond ETF share count unchanged in Q2 2026.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1023 holding.
CX Institutional first reported a position in State Street Ultra Short Term Bond ETF in Q1 2021 and has held it in 9 quarters since.
CX Institutional's State Street Ultra Short Term Bond ETF position peaked at $3.42M in Q1 2021.
116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.