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HHM Wealth Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

HHM Wealth Advisors’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
2023
Q4 		– Sell
-156
Closed -$6.29K – 820
2023
Q3 		$6.29K Sell
156
-120
-43% -$4.83K ﹤0.01% 599
2023
Q2 		$11.1K Hold
276
– – ﹤0.01% 513
2023
Q1 		$11.1K Buy
+276
New +$11.1K ﹤0.01% 504

Other funds holding ULST

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

HHM Wealth Advisors's ULST Position: Q4 2023 in Review

HHM Wealth Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2023, closing a stake of 156 shares — an estimated $6.29K sold.

HHM Wealth Advisors first reported a position in ULST in Q1 2023 and held it in 3 quarters. The position peaked at $11.1K in Q2 2023. 105 funds tracked by Wall St. Rank hold ULST as of Q4 2023.

  • HHM Wealth Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 156 State Street Ultra Short Term Bond ETF shares in Q4 2023, an estimated $6.29K.
  • HHM Wealth Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q1 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's State Street Ultra Short Term Bond ETF position peaked at $11.1K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.