Focus Partners Wealth
ULST icon

Focus Partners Wealth’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Focus Partners Wealth’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 		$2.29M Buy
56,596
+54,602
+2,738% +$2.21M ﹤0.01% 1301
2026
Q1 		$2.08M Buy
+1,994
New +$80.8K ﹤0.01% 1294

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

Focus Partners Wealth's ULST Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street Ultra Short Term Bond ETF (ULST) stake by 2,738% in Q2 2026, buying an estimated $2.21M and bringing the position to 56,596 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Focus Partners Wealth first reported a position in ULST in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Focus Partners Wealth held 56,596 shares of State Street Ultra Short Term Bond ETF worth $2.29M as of Q2 2026.
  • Focus Partners Wealth bought 54,602 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $2.21M.
  • State Street Ultra Short Term Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1301 holding.
  • Focus Partners Wealth first reported a position in State Street Ultra Short Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.