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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457K	Sell
2025 Q4	$546K	Buy
2025 Q3	$317K	Buy
2025 Q2	$292K	Sell
2025 Q1	$295K	Buy
2024 Q4	$228K	Buy
2024 Q3	$205K	Buy