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Kingswood Wealth Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Kingswood Wealth Advisors’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 		$708K Buy
17,523
+240
+1% +$9.7K 0.03% 507
2026
Q1 		$700K Buy
17,283
+35
+0.2% +$1.42K 0.03% 462
2025
Q4 		$699K Buy
17,248
+6,151
+55% +$250K 0.03% 431
2025
Q3 		$452K Buy
11,097
+1,908
+21% +$77.5K 0.03% 502
2025
Q2 		$374K Buy
9,189
+1,274
+16% +$51.7K 0.03% 500
2025
Q1 		$321K Buy
7,915
+433
+6% +$17.5K 0.03% 521
2024
Q4 		$302K Buy
+7,482
New +$303K 0.02% 603

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AC
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
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

Kingswood Wealth Advisors's ULST Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street Ultra Short Term Bond ETF (ULST) stake by 1.4% in Q2 2026, buying an estimated $9.7K and bringing the position to 17,523 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #507.

Kingswood Wealth Advisors first reported a position in ULST in Q4 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Kingswood Wealth Advisors held 17,523 shares of State Street Ultra Short Term Bond ETF worth $708K as of Q2 2026.
  • Kingswood Wealth Advisors bought 240 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $9.7K.
  • State Street Ultra Short Term Bond ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #507 holding.
  • Kingswood Wealth Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.