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Ford Financial Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-64,334
Closed -$2.57M – 107
2022
Q4 		$2.57M Buy
64,334
+6,204
+11% +$248K 1.02% 24
2022
Q3 		$2.32M Buy
+58,130
New +$2.32M 0.97% 25

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NA
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Bank of America
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Morgan Stanley
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Ford Financial Group's ULST Position: Q1 2023 in Review

Ford Financial Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2023, closing a stake of 64,334 shares — an estimated $2.57M sold.

Ford Financial Group first reported a position in ULST in Q3 2022 and held it in 2 quarters. The position peaked at $2.57M in Q4 2022. 93 funds tracked by Wall St. Rank hold ULST as of Q1 2023.

  • Ford Financial Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 64,334 State Street Ultra Short Term Bond ETF shares in Q1 2023, an estimated $2.57M.
  • Ford Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's State Street Ultra Short Term Bond ETF position peaked at $2.57M in Q4 2022.
  • 93 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.