KFI
ULST icon

Key Financial Inc’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-4,500
Closed -$182K – 1468
2025
Q4 		$182K Hold
4,500
– – 0.03% 301
2025
Q3 		$183K Buy
+4,500
New +$183K 0.03% 304

Other funds holding ULST

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Key Financial Inc's ULST Position: Q1 2026 in Review

Key Financial Inc sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2026, closing a stake of 4,500 shares — an estimated $182K sold.

Key Financial Inc first reported a position in ULST in Q3 2025 and held it in 2 quarters. The position peaked at $183K in Q3 2025. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

  • Key Financial Inc reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 4,500 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $182K.
  • Key Financial Inc first reported a position in State Street Ultra Short Term Bond ETF in Q3 2025 and held it in 2 quarters.
  • Key Financial Inc's State Street Ultra Short Term Bond ETF position peaked at $183K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.