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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OWA

ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

HighTower Advisors's ULST Position: Q3 2024 in Review

HighTower Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2024, closing a stake of 6,329 shares — an estimated $256K sold.

HighTower Advisors first reported a position in ULST in Q4 2020 and held it in 8 quarters. The position peaked at $674K in Q1 2021. 102 funds tracked by Wall St. Rank hold ULST as of Q3 2024.

HighTower Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 6,329 State Street Ultra Short Term Bond ETF shares in Q3 2024, an estimated $256K.
HighTower Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q4 2020 and held it in 8 quarters.
HighTower Advisors's State Street Ultra Short Term Bond ETF position peaked at $674K in Q1 2021.
102 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.