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Financial Advocates Investment Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-26,733
Closed -$1.09M – 565
2025
Q2 		$1.09M Sell
26,733
-2,052
-7% -$83.2K 0.09% 215
2025
Q1 		$1.17M Sell
28,785
-3,671
-11% -$149K 0.08% 249
2024
Q4 		$1.31M Sell
32,456
-224
-0.7% -$9.07K 0.07% 240
2024
Q3 		$1.33M Sell
32,680
-558
-2% -$22.7K 0.08% 247
2024
Q2 		$1.35M Sell
33,238
-499
-1% -$20.2K 0.08% 227
2024
Q1 		$1.37M Sell
33,737
-1,029
-3% -$41.6K 0.08% 250
2023
Q4 		$1.4M Sell
34,766
-1,394
-4% -$56.1K 0.09% 219
2023
Q3 		$1.46M Sell
36,160
-4,245
-11% -$171K 0.1% 213
2023
Q2 		$1.63M Buy
40,405
+33,959
+527% +$1.37M 0.12% 192
2023
Q1 		$259K Sell
6,446
-228
-3% -$9.15K 0.02% 599
2022
Q4 		$267K Sell
6,674
-25
-0.4% -$998 0.02% 591
2022
Q3 		$267K Hold
6,699
– – 0.02% 587
2022
Q2 		$267K Sell
6,699
-7,230
-52% -$289K 0.02% 540
2022
Q1 		$558K Sell
13,929
-770
-5% -$30.9K 0.04% 412
2021
Q4 		$593K Hold
14,699
– – 0.04% 443
2021
Q3 		$595K Hold
14,699
– – 0.04% 443
2021
Q2 		$595K Sell
14,699
-1,650
-10% -$66.8K 0.04% 442
2021
Q1 		$661K Buy
+16,349
New +$662K 0.05% 418

Other funds holding ULST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Financial Advocates Investment Management's ULST Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2025, closing a stake of 26,733 shares — an estimated $1.09M sold.

Financial Advocates Investment Management first reported a position in ULST in Q1 2021 and held it in 18 quarters. The position peaked at $1.63M in Q2 2023. 108 funds tracked by Wall St. Rank hold ULST as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 26,733 State Street Ultra Short Term Bond ETF shares in Q3 2025, an estimated $1.09M.
  • Financial Advocates Investment Management first reported a position in State Street Ultra Short Term Bond ETF in Q1 2021 and held it in 18 quarters.
  • Financial Advocates Investment Management's State Street Ultra Short Term Bond ETF position peaked at $1.63M in Q2 2023.
  • 108 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.