HAS
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HBW Advisory Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

HBW Advisory Services’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
2021
Q4 		– Sell
-10,831
Closed -$438K – 277
2021
Q3 		$438K Buy
+10,831
New +$438K 0.11% 171

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AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $120M AUM
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

HBW Advisory Services's ULST Position: Q4 2021 in Review

HBW Advisory Services sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2021, closing a stake of 10,831 shares — an estimated $438K sold.

HBW Advisory Services first reported a position in ULST in Q3 2021 and held it in 1 quarter. The position peaked at $438K in Q3 2021. 80 funds tracked by Wall St. Rank hold ULST as of Q4 2021.

  • HBW Advisory Services reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • HBW Advisory Services sold 10,831 State Street Ultra Short Term Bond ETF shares in Q4 2021, an estimated $438K.
  • HBW Advisory Services first reported a position in State Street Ultra Short Term Bond ETF in Q3 2021 and held it in 1 quarter.
  • HBW Advisory Services's State Street Ultra Short Term Bond ETF position peaked at $438K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2021.

Based on HBW Advisory Services's 13F filing for Q4 2021, filed 11 Jan 2022.