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Golden State Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Golden State Wealth 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
Q2 		$511K Buy
12,629
+1,849
+17% +$74.7K 0.05% 275
2026
Q1 		$437K Sell
10,780
-3,434
-24% -$139K 0.05% 272
2025
Q4 		$576K Buy
14,214
+3,098
+28% +$126K 0.06% 226
2025
Q3 		$452K Sell
11,116
-1,157
-9% -$47K 0.05% 255
2025
Q2 		$499K Sell
12,273
-4,117
-25% -$167K 0.06% 237
2025
Q1 		$666K Sell
16,390
-2,540
-13% -$103K 0.1% 166
2024
Q4 		$765K Buy
+18,930
New +$767K 0.11% 146

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

Golden State Wealth Management's ULST Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street Ultra Short Term Bond ETF (ULST) stake by 17% in Q2 2026, buying an estimated $74.7K and bringing the position to 12,629 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #275.

Golden State Wealth Management first reported a position in ULST in Q4 2024 and has held it in 7 quarters since. The position peaked at $765K in Q4 2024. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Golden State Wealth Management held 12,629 shares of State Street Ultra Short Term Bond ETF worth $511K as of Q2 2026.
  • Golden State Wealth Management bought 1,849 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $74.7K.
  • State Street Ultra Short Term Bond ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Golden State Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $765K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.