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IAG Wealth Partners’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-972
Closed -$39.3K – 533
2024
Q4 		$39.3K Buy
+972
New +$39.4K 0.01% 209

Other funds holding ULST

GI
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

IAG Wealth Partners's ULST Position: Q1 2025 in Review

IAG Wealth Partners sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2025, closing a stake of 972 shares — an estimated $39.3K sold.

IAG Wealth Partners first reported a position in ULST in Q4 2024 and held it in 1 quarter. The position peaked at $39.3K in Q4 2024. 120 funds tracked by Wall St. Rank hold ULST as of Q1 2025.

  • IAG Wealth Partners reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 972 State Street Ultra Short Term Bond ETF shares in Q1 2025, an estimated $39.3K.
  • IAG Wealth Partners first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • IAG Wealth Partners's State Street Ultra Short Term Bond ETF position peaked at $39.3K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.