EH
ULST icon

Equitable Holdings’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Equitable Holdings’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 		$1.55M Buy
38,364
+12,242
+47% +$495K 0.01% 828
2026
Q1 		$1.06M Buy
26,122
+2,895
+12% +$117K 0.01% 958
2025
Q4 		$941K Sell
23,227
-1,408
-6% -$57.2K 0.01% 879
2025
Q3 		$1M Buy
24,635
+1,950
+9% +$79.2K 0.01% 831
2025
Q2 		$922K Buy
22,685
+4,145
+22% +$168K 0.01% 818
2025
Q1 		$754K Buy
18,540
+4,857
+35% +$197K 0.01% 793
2024
Q4 		$553K Buy
13,683
+1,486
+12% +$60.2K 0.01% 843
2024
Q3 		$497K Buy
12,197
+4,504
+59% +$183K ﹤0.01% 864
2024
Q2 		$311K Buy
7,693
+99
+1% +$4K ﹤0.01% 979
2024
Q1 		$308K Buy
7,594
+2,118
+39% +$85.7K ﹤0.01% 948
2023
Q4 		$221K Buy
+5,476
New +$220K ﹤0.01% 1034
2023
Q1 		– Sell
-34,500
Closed -$1.38M – 1005
2022
Q4 		$1.38M Sell
34,500
-2,150
-6% -$85.8K 0.02% 369
2022
Q3 		$1.46M Buy
36,650
+2,150
+6% +$85.8K 0.03% 316
2022
Q2 		$1.37M Buy
34,500
+257
+0.8% +$10.3K 0.03% 330
2022
Q1 		$1.37M Buy
+34,243
New +$1.38M 0.02% 347

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AC
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
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

Equitable Holdings's ULST Position: Q2 2026 in Review

Equitable Holdings increased its State Street Ultra Short Term Bond ETF (ULST) stake by 47% in Q2 2026, buying an estimated $495K and bringing the position to 38,364 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #828.

Equitable Holdings first reported a position in ULST in Q1 2022 and has held it in 15 quarters since. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Equitable Holdings held 38,364 shares of State Street Ultra Short Term Bond ETF worth $1.55M as of Q2 2026.
  • Equitable Holdings bought 12,242 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $495K.
  • State Street Ultra Short Term Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #828 holding.
  • Equitable Holdings first reported a position in State Street Ultra Short Term Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.