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Lane Brothers & Co’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Lane Brothers & Co’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 		$203K Sell
5,024
-730
-13% -$29.5K 0.13% 92
2026
Q1 		$233K Buy
5,754
+2
+0% +$81 0.17% 78
2025
Q4 		$233K Buy
+5,752
New +$234K 0.17% 76

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

Lane Brothers & Co's ULST Position: Q2 2026 in Review

Lane Brothers & Co reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 13% in Q2 2026, selling an estimated $29.5K and leaving 5,024 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #92.

Lane Brothers & Co first reported a position in ULST in Q4 2025 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 114 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Lane Brothers & Co held 5,024 shares of State Street Ultra Short Term Bond ETF worth $203K as of Q2 2026.
  • Lane Brothers & Co sold 730 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $29.5K.
  • State Street Ultra Short Term Bond ETF made up 0.13% of Lane Brothers & Co's portfolio in Q2 2026, its #92 holding.
  • Lane Brothers & Co first reported a position in State Street Ultra Short Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's State Street Ultra Short Term Bond ETF position peaked at $233K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.