Independent Financial Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Independent Financial Group’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
2026 Q2	–	Sell	-11,282	Closed	-$457K	–	1627
2026 Q1	$457K	Sell	11,282 -2,200	-16%	-$89.2K	0.01%	968
2025 Q4	$546K	Buy	13,482 +5,682	+73%	+$231K	0.01%	860
2025 Q3	$317K	Buy	7,800 +611	+8%	+$24.8K	0.01%	1068
2025 Q2	$292K	Sell	7,189 -57	-0.8%	-$2.31K	0.01%	1044
2025 Q1	$295K	Buy	7,246 +1,600	+28%	+$64.8K	0.01%	940
2024 Q4	$228K	Buy	5,646 +629	+13%	+$25.5K	0.01%	1029
2024 Q3	$205K	Buy	+5,017	New	+$204K	0.01%	1064

Other funds holding ULST

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

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

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

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

OWA

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

Independent Financial Group's ULST Position: Q2 2026 in Review

Independent Financial Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2026, closing a stake of 11,282 shares — an estimated $457K sold.

Independent Financial Group first reported a position in ULST in Q3 2024 and held it in 7 quarters. The position peaked at $546K in Q4 2025. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

Independent Financial Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 11,282 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $457K.
Independent Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q3 2024 and held it in 7 quarters.
Independent Financial Group's State Street Ultra Short Term Bond ETF position peaked at $546K in Q4 2025.
116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.