GI
ULST icon

Gradient Investments’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Gradient Investments’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 		– Sell
-7,952
Closed -$322K – 432
2025
Q4 		$322K Sell
7,952
-1,183
-13% -$48K 0.01% 311
2025
Q3 		$372K Sell
9,135
-1,787,796
-99% -$72.6M 0.01% 319
2025
Q2 		$73.1M Sell
1,796,931
-50,331
-3% -$2.04M 1.34% 15
2025
Q1 		$75.1M Buy
1,847,262
+101,779
+6% +$4.12M 1.51% 13
2024
Q4 		$70.5M Buy
1,745,483
+36,987
+2% +$1.5M 1.43% 17
2024
Q3 		$69.7M Sell
1,708,496
-44,906
-3% -$1.82M 1.45% 16
2024
Q2 		$71M Buy
1,753,402
+194,128
+12% +$7.84M 1.59% 12
2024
Q1 		$63.2M Buy
1,559,274
+99,639
+7% +$4.03M 1.46% 14
2023
Q4 		$58.9M Buy
1,459,635
+433,260
+42% +$17.4M 1.43% 13
2023
Q3 		$41.3M Buy
1,026,375
+314,539
+44% +$12.6M 1.09% 19
2023
Q2 		$28.7M Buy
711,836
+236,662
+50% +$9.52M 0.74% 34
2023
Q1 		$19.1M Buy
475,174
+198,583
+72% +$7.97M 0.52% 49
2022
Q4 		$11.1M Buy
276,591
+123,687
+81% +$4.94M 0.35% 99
2022
Q3 		$6.1M Buy
152,904
+79,781
+109% +$3.18M 0.19% 129
2022
Q2 		$2.91M Buy
73,123
+28,925
+65% +$1.16M 0.09% 154
2022
Q1 		$1.77M Buy
44,198
+9,332
+27% +$375K 0.05% 159
2021
Q4 		$1.41M Sell
34,866
-13,123
-27% -$530K 0.04% 163
2021
Q3 		$1.94M Sell
47,989
-13,871
-22% -$561K 0.05% 163
2021
Q2 		$2.5M Sell
61,860
-23,335
-27% -$944K 0.07% 158
2021
Q1 		$3.45M Sell
85,195
-16,046
-16% -$649K 0.11% 149
2020
Q4 		$4.09M Sell
101,241
-1,964
-2% -$79.4K 0.17% 128
2020
Q3 		$4.17M Sell
103,205
-467
-0.5% -$18.9K 0.18% 126
2020
Q2 		$4.18M Buy
+103,672
New +$4.13M 0.19% 114

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Gradient Investments's ULST Position: Q1 2026 in Review

Gradient Investments sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2026, closing a stake of 7,952 shares — an estimated $322K sold.

Gradient Investments first reported a position in ULST in Q2 2020 and held it in 23 quarters. The position peaked at $75.1M in Q1 2025. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

  • Gradient Investments reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Gradient Investments sold 7,952 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $322K.
  • Gradient Investments first reported a position in State Street Ultra Short Term Bond ETF in Q2 2020 and held it in 23 quarters.
  • Gradient Investments's State Street Ultra Short Term Bond ETF position peaked at $75.1M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Gradient Investments's 13F filing for Q1 2026, filed 13 Apr 2026.