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Gerber Kawasaki Wealth & Investment Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Gerber Kawasaki Wealth & 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
2026
Q1 		$454K Buy
11,222
+8
+0.1% +$324 0.01% 230
2025
Q4 		$454K Buy
11,214
+17
+0.2% +$690 0.02% 234
2025
Q3 		$456K Buy
11,197
+13
+0.1% +$528 0.02% 227
2025
Q2 		$455K Buy
11,184
+12
+0.1% +$487 0.02% 215
2025
Q1 		$454K Buy
11,172
+1,009
+10% +$40.9K 0.02% 197
2024
Q4 		$411K Buy
10,163
+17
+0.2% +$689 0.02% 202
2024
Q3 		$414K Buy
10,146
+14
+0.1% +$568 0.02% 201
2024
Q2 		$410K Sell
10,132
-539
-5% -$21.8K 0.02% 190
2024
Q1 		$432K Buy
10,671
+62
+0.6% +$2.51K 0.02% 186
2023
Q4 		$428K Sell
10,609
-1,737
-14% -$69.9K 0.03% 175
2023
Q3 		$497K Sell
12,346
-800
-6% -$32.2K 0.03% 160
2023
Q2 		$529K Hold
13,146
– – 0.04% 163
2023
Q1 		$529K Sell
13,146
-340
-3% -$13.6K 0.04% 162
2022
Q4 		$539K Sell
13,486
-1,310
-9% -$52.3K 0.05% 164
2022
Q3 		$590K Sell
14,796
-130
-0.9% -$5.19K 0.06% 146
2022
Q2 		$594K Sell
14,926
-2,300
-13% -$91.9K 0.06% 149
2022
Q1 		$689K Sell
17,226
-1,020
-6% -$41K 0.06% 135
2021
Q4 		$735K Sell
18,246
-100
-0.5% -$4.04K 0.06% 134
2021
Q3 		$742K Sell
18,346
-5,122
-22% -$207K 0.1% 81
2021
Q2 		$949K Sell
23,468
-18,207
-44% -$737K 0.1% 107
2021
Q1 		$1.69M Sell
41,675
-19,947
-32% -$807K 0.2% 76
2020
Q4 		$2.49M Sell
61,622
-16,728
-21% -$676K 0.35% 54
2020
Q3 		$3.17M Sell
78,350
-28,202
-26% -$1.14M 0.68% 32
2020
Q2 		$4.3M Buy
106,552
+51,247
+93% +$2.04M 0.95% 32
2020
Q1 		$2.15M Buy
+55,305
New +$2.22M 0.61% 40

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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 $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ULST Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its State Street Ultra Short Term Bond ETF (ULST) stake by 0.07% in Q1 2026, buying an estimated $324 and bringing the position to 11,222 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #230.

Gerber Kawasaki Wealth & Investment Management first reported a position in ULST in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.3M in Q2 2020. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 11,222 shares of State Street Ultra Short Term Bond ETF worth $454K as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 8 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $324.
  • State Street Ultra Short Term Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #230 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Ultra Short Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street Ultra Short Term Bond ETF position peaked at $4.3M in Q2 2020.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.