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

IFP 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
Q4 		– Sell
-24
Closed -$979 – 4668
2024
Q3 		$979 Sell
24
-28
-54% -$1.14K ﹤0.01% 3079
2024
Q2 		$2.1K Buy
+52
New +$2.1K ﹤0.01% 2800

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's ULST Position: Q4 2024 in Review

IFP Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2024, closing a stake of 24 shares — an estimated $979 sold.

IFP Advisors first reported a position in ULST in Q2 2024 and held it in 2 quarters. The position peaked at $2.1K in Q2 2024. 111 funds tracked by Wall St. Rank hold ULST as of Q4 2024.

  • IFP Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 24 State Street Ultra Short Term Bond ETF shares in Q4 2024, an estimated $979.
  • IFP Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q2 2024 and held it in 2 quarters.
  • IFP Advisors's State Street Ultra Short Term Bond ETF position peaked at $2.1K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.