LFA
ULST icon

LGT Financial Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-625
Closed -$25.2K – 987
2023
Q3 		$25.2K Buy
+625
New +$25.1K 0.03% 296

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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 $445B AUM 25.58% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LGT Financial Advisors's ULST Position: Q4 2023 in Review

LGT Financial Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2023, closing a stake of 625 shares — an estimated $25.2K sold.

LGT Financial Advisors first reported a position in ULST in Q3 2023 and held it in 1 quarter. The position peaked at $25.2K in Q3 2023. 105 funds tracked by Wall St. Rank hold ULST as of Q4 2023.

  • LGT Financial Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 625 State Street Ultra Short Term Bond ETF shares in Q4 2023, an estimated $25.2K.
  • LGT Financial Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's State Street Ultra Short Term Bond ETF position peaked at $25.2K in Q3 2023.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.