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Legacy Capital Wealth Partners’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Legacy Capital Wealth Partners’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
2023
Q2 		– Sell
-26,386
Closed -$1.06M – 230
2023
Q1 		$1.06M Buy
+26,386
New +$1.06M 0.29% 74

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legacy Capital Wealth Partners's ULST Position: Q2 2023 in Review

Legacy Capital Wealth Partners sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2023, closing a stake of 26,386 shares — an estimated $1.06M sold.

Legacy Capital Wealth Partners first reported a position in ULST in Q1 2023 and held it in 1 quarter. The position peaked at $1.06M in Q1 2023. 92 funds tracked by Wall St. Rank hold ULST as of Q2 2023.

  • Legacy Capital Wealth Partners reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 26,386 State Street Ultra Short Term Bond ETF shares in Q2 2023, an estimated $1.06M.
  • Legacy Capital Wealth Partners first reported a position in State Street Ultra Short Term Bond ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's State Street Ultra Short Term Bond ETF position peaked at $1.06M in Q1 2023.
  • 92 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.