EWM
ULST icon

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

Elmwood 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
Q2 		$2.02M Buy
49,849
+1,883
+4% +$76.1K 0.5% 57
2026
Q1 		$1.94M Sell
47,966
-1,249
-3% -$50.6K 0.54% 53
2025
Q4 		$1.99M Sell
49,215
-967
-2% -$39.3K 0.63% 51
2025
Q3 		$2.04M Buy
50,182
+3,619
+8% +$147K 0.72% 49
2025
Q2 		$1.89M Buy
46,563
+1,299
+3% +$52.7K 0.75% 53
2025
Q1 		$1.84M Buy
45,264
+6,077
+16% +$246K 0.75% 51
2024
Q4 		$1.58M Sell
39,187
-3,445
-8% -$140K 0.64% 56
2024
Q3 		$1.74M Buy
42,632
+2,379
+6% +$96.6K 0.72% 54
2024
Q2 		$1.63M Buy
40,253
+1,956
+5% +$79K 0.73% 55
2024
Q1 		$1.55M Buy
38,297
+21,554
+129% +$872K 0.66% 55
2023
Q4 		$676K Sell
16,743
-19,665
-54% -$792K 0.47% 60
2023
Q3 		$1.47M Sell
36,408
-39,642
-52% -$1.59M 0.71% 47
2023
Q2 		$3.06M Buy
76,050
+8,550
+13% +$344K 1.43% 18
2023
Q1 		$2.72M Buy
67,500
+4,223
+7% +$170K 1.28% 22
2022
Q4 		$2.53M Buy
63,277
+1,800
+3% +$71.8K 1.26% 23
2022
Q3 		$2.45M Sell
61,477
-100
-0.2% -$3.99K 1.22% 24
2022
Q2 		$2.45M Buy
61,577
+775
+1% +$31K 1.39% 20
2022
Q1 		$2.43M Buy
60,802
+8,920
+17% +$358K 1.25% 30
2021
Q4 		$2.09M Buy
+51,882
New +$2.09M 1% 35
2021
Q2 		$2.17M Buy
53,545
+3,500
+7% +$142K 1.14% 30
2021
Q1 		$2.02M Buy
+50,045
New +$2.03M 1.24% 25

Other funds holding ULST

SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Elmwood Wealth Management's ULST Position: Q2 2026 in Review

Elmwood Wealth Management increased its State Street Ultra Short Term Bond ETF (ULST) stake by 3.9% in Q2 2026, buying an estimated $76.1K and bringing the position to 49,849 shares worth $2.02M. The position accounts for 0.5% of the portfolio, ranked #57.

Elmwood Wealth Management first reported a position in ULST in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.06M in Q2 2023. 16 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Elmwood Wealth Management held 49,849 shares of State Street Ultra Short Term Bond ETF worth $2.02M as of Q2 2026.
  • Elmwood Wealth Management bought 1,883 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $76.1K.
  • State Street Ultra Short Term Bond ETF made up 0.5% of Elmwood Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Elmwood Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Elmwood Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $3.06M in Q2 2023.
  • 16 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.