Destination Wealth Management’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
9,706
| – | – | 0.01% | 196 |
|
|
2025
Q1 | $395K | Hold |
9,706
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $392K | Sell |
9,706
-8,460
| -47% | -$342K | 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% | -$404 | 0.03% | 134 |
|
|
2023
Q3 | $732K | Buy |
18,176
+10
| +0.1% | +$403 | 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% | +$351K | 0.03% | 126 |
|
|
2022
Q3 | $375K | Buy |
+9,389
| New | +$375K | 0.02% | 147 |
|