IHT Wealth Management
ULST icon

IHT Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-386,656
Closed -$15.6M – 1021
2023
Q1 		$15.6M Buy
+386,656
New +$15.5M 0.89% 20

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Carson Wealth (CWM LLC)
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IHT Wealth Management's ULST Position: Q2 2023 in Review

IHT Wealth Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2023, closing a stake of 386,656 shares — an estimated $15.6M sold.

IHT Wealth Management first reported a position in ULST in Q1 2023 and held it in 1 quarter. The position peaked at $15.6M in Q1 2023. 92 funds tracked by Wall St. Rank hold ULST as of Q2 2023.

  • IHT Wealth Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • IHT Wealth Management sold 386,656 State Street Ultra Short Term Bond ETF shares in Q2 2023, an estimated $15.6M.
  • IHT Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q1 2023 and held it in 1 quarter.
  • IHT Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $15.6M in Q1 2023.
  • 92 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.