JAG
ULST icon

Journey Advisory Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Journey Advisory 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
2022
Q1 		– Sell
-5,583
Closed -$225K – 226
2021
Q4 		$225K Sell
5,583
-1,694
-23% -$68.4K 0.06% 195
2021
Q3 		$294K Sell
7,277
-1,635
-18% -$66.1K 0.1% 164
2021
Q2 		$361K Sell
8,912
-3,007
-25% -$122K 0.11% 151
2021
Q1 		$482K Buy
11,919
+5,815
+95% +$235K 0.17% 111
2020
Q4 		$247K Buy
+6,104
New +$247K 0.09% 161

Other funds holding ULST

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $120M AUM
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Advisory Group's ULST Position: Q1 2022 in Review

Journey Advisory Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2022, closing a stake of 5,583 shares — an estimated $225K sold.

Journey Advisory Group first reported a position in ULST in Q4 2020 and held it in 5 quarters. The position peaked at $482K in Q1 2021. 84 funds tracked by Wall St. Rank hold ULST as of Q1 2022.

  • Journey Advisory Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Journey Advisory Group sold 5,583 State Street Ultra Short Term Bond ETF shares in Q1 2022, an estimated $225K.
  • Journey Advisory Group first reported a position in State Street Ultra Short Term Bond ETF in Q4 2020 and held it in 5 quarters.
  • Journey Advisory Group's State Street Ultra Short Term Bond ETF position peaked at $482K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2022.

Based on Journey Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.