BFC Planning, Inc.’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

BFC Planning, Inc.’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	$3.89M	Buy	96,215 +6,804	+8%	+$275K	0.16%	143
2026 Q1	$3.62M	Buy	89,411 +3,197	+4%	+$130K	0.16%	127
2025 Q4	$3.49M	Buy	+86,214	New	+$3.5M	0.15%	139

Other funds holding ULST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return

ORBA Wealth Advisors Chicago, Illinois $117M AUM 17.9% 1-Year Est. Return

BFC Planning, Inc.'s ULST Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street Ultra Short Term Bond ETF (ULST) stake by 7.6% in Q2 2026, buying an estimated $275K and bringing the position to 96,215 shares worth $3.89M. The position accounts for 0.16% of the portfolio, ranked #143.

BFC Planning, Inc. first reported a position in ULST in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

BFC Planning, Inc. held 96,215 shares of State Street Ultra Short Term Bond ETF worth $3.89M as of Q2 2026.
BFC Planning, Inc. bought 6,804 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $275K.
State Street Ultra Short Term Bond ETF made up 0.16% of BFC Planning, Inc.'s portfolio in Q2 2026, its #143 holding.
BFC Planning, Inc. first reported a position in State Street Ultra Short Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.