Independent Advisor Alliance
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Independent Advisor Alliance’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Independent Advisor Alliance’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
-5,078
Closed -$205K – 1326
2024
Q4 		$205K Buy
+5,078
New +$206K ﹤0.01% 1282

Other funds holding ULST

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
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
BIP Wealth
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
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Independent Advisor Alliance's ULST Position: Q1 2025 in Review

Independent Advisor Alliance sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2025, closing a stake of 5,078 shares — an estimated $205K sold.

Independent Advisor Alliance first reported a position in ULST in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 120 funds tracked by Wall St. Rank hold ULST as of Q1 2025.

  • Independent Advisor Alliance reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,078 State Street Ultra Short Term Bond ETF shares in Q1 2025, an estimated $205K.
  • Independent Advisor Alliance first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's State Street Ultra Short Term Bond ETF position peaked at $205K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.