Great Valley Advisor Group
ULST icon

Great Valley Advisor Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Great Valley Advisor Group’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
2025
Q2 		– Sell
-7,598
Closed -$309K – 942
2025
Q1 		$309K Buy
+7,598
New +$308K 0.01% 718

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PWM
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Bank of America
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IEQ Capital
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Great Valley Advisor Group's ULST Position: Q2 2025 in Review

Great Valley Advisor Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2025, closing a stake of 7,598 shares — an estimated $309K sold.

Great Valley Advisor Group first reported a position in ULST in Q1 2025 and held it in 1 quarter. The position peaked at $309K in Q1 2025. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2025.

  • Great Valley Advisor Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 7,598 State Street Ultra Short Term Bond ETF shares in Q2 2025, an estimated $309K.
  • Great Valley Advisor Group first reported a position in State Street Ultra Short Term Bond ETF in Q1 2025 and held it in 1 quarter.
  • Great Valley Advisor Group's State Street Ultra Short Term Bond ETF position peaked at $309K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.