Kingswood Wealth Advisors’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
9,189
+1,274
+16% +$51.8K 0.03% 500
2025
Q1
$321K Buy
7,915
+433
+6% +$17.5K 0.03% 521
2024
Q4
$302K Buy
+7,482
New +$302K 0.02% 603