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Global View Capital Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Global View Capital 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 		$1.81M Buy
44,789
+199
+0.4% +$8.07K 0.48% 24
2025
Q4 		$1.81M Sell
44,590
-1,391
-3% -$56.5K 0.34% 25
2025
Q3 		$1.87M Buy
45,981
+2,455
+6% +$99.7K 0.4% 26
2025
Q2 		$1.77M Buy
43,526
+9,711
+29% +$394K 0.57% 21
2025
Q1 		$1.37M Buy
33,815
+11,385
+51% +$461K 0.5% 28
2024
Q4 		$906K Buy
+22,430
New +$909K 0.32% 49

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 $1.56B AUM 31.38% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 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

Global View Capital Management's ULST Position: Q1 2026 in Review

Global View Capital Management increased its State Street Ultra Short Term Bond ETF (ULST) stake by 0.45% in Q1 2026, buying an estimated $8.07K and bringing the position to 44,789 shares worth $1.81M. The position accounts for 0.48% of the portfolio, ranked #24.

Global View Capital Management first reported a position in ULST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q3 2025. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

  • Global View Capital Management held 44,789 shares of State Street Ultra Short Term Bond ETF worth $1.81M as of Q1 2026.
  • Global View Capital Management bought 199 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $8.07K.
  • State Street Ultra Short Term Bond ETF made up 0.48% of Global View Capital Management's portfolio in Q1 2026, its #24 holding.
  • Global View Capital Management first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Global View Capital Management's State Street Ultra Short Term Bond ETF position peaked at $1.87M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.