HighTower Advisors
ULST icon

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

HighTower 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
2024
Q3 		– Sell
-6,329
Closed -$256K – 3988
2024
Q2 		$256K Sell
6,329
-3,122
-33% -$126K ﹤0.01% 2845
2024
Q1 		$382K Buy
9,451
+2,647
+39% +$107K ﹤0.01% 2493
2023
Q4 		$274K Sell
6,804
-590
-8% -$23.7K ﹤0.01% 2779
2023
Q3 		$297K Buy
+7,394
New +$297K ﹤0.01% 2610
2021
Q4 		– Sell
-8,000
Closed -$324K – 3483
2021
Q3 		$324K Hold
8,000
– – ﹤0.01% 2363
2021
Q2 		$324K Sell
8,000
-8,654
-52% -$350K ﹤0.01% 2326
2021
Q1 		$674K Hold
16,654
– – ﹤0.01% 1787
2020
Q4 		$673K Buy
+16,654
New +$673K ﹤0.01% 1467

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $83.9M AUM 16.86% 1-Year Est. Return