Destination Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Destination Wealth Management’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	$393K	Sell	9,706 -79	-0.8%	-$3.2K	0.01%	230
2025 Q4	$396K	Buy	9,785 +79	+0.8%	+$3.21K	0.01%	222
2025 Q3	$395K	Hold	9,706	–	–	0.01%	200
2025 Q2	$395K	Hold	9,706	–	–	0.01%	196
2025 Q1	$395K	Hold	9,706	–	–	0.01%	183
2024 Q4	$392K	Sell	9,706 -8,460	-47%	-$343K	0.01%	179
2024 Q3	$741K	Hold	18,166	–	–	0.02%	132
2024 Q2	$735K	Hold	18,166	–	–	0.02%	129
2024 Q1	$736K	Hold	18,166	–	–	0.02%	130
2023 Q4	$734K	Sell	18,166 -10	-0.1%	-$403	0.03%	134
2023 Q3	$732K	Buy	18,176 +10	+0.1%	+$402	0.03%	130
2023 Q2	$731K	Hold	18,166	–	–	0.03%	133
2023 Q1	$731K	Hold	18,166	–	–	0.03%	129
2022 Q4	$726K	Buy	18,166 +8,777	+93%	+$350K	0.03%	126
2022 Q3	$375K	Buy	+9,389	New	+$375K	0.02%	147

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

Destination Wealth Management's ULST Position: Q1 2026 in Review

Destination Wealth Management reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 0.81% in Q1 2026, selling an estimated $3.2K and leaving 9,706 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #230.

Destination Wealth Management first reported a position in ULST in Q3 2022 and has held it in 15 quarters since. The position peaked at $741K in Q3 2024. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

Destination Wealth Management held 9,706 shares of State Street Ultra Short Term Bond ETF worth $393K as of Q1 2026.
Destination Wealth Management sold 79 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $3.2K.
State Street Ultra Short Term Bond ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #230 holding.
Destination Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
Destination Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $741K in Q3 2024.
105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.