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LifePro Asset Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

LifePro Asset Management’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
2022
Q2 		– Sell
-7,292
Closed -$292K – 147
2022
Q1 		$292K Buy
7,292
+529
+8% +$21.2K 0.1% 98
2021
Q4 		$273K Buy
6,763
+818
+14% +$33K 0.08% 106
2021
Q3 		$241K Buy
+5,945
New +$240K 0.07% 90

Other funds holding ULST

JCA
January Capital Advisors San Francisco, California $120M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

LifePro Asset Management's ULST Position: Q2 2022 in Review

LifePro Asset Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2022, closing a stake of 7,292 shares — an estimated $292K sold.

LifePro Asset Management first reported a position in ULST in Q3 2021 and held it in 3 quarters. The position peaked at $292K in Q1 2022. 76 funds tracked by Wall St. Rank hold ULST as of Q2 2022.

  • LifePro Asset Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • LifePro Asset Management sold 7,292 State Street Ultra Short Term Bond ETF shares in Q2 2022, an estimated $292K.
  • LifePro Asset Management first reported a position in State Street Ultra Short Term Bond ETF in Q3 2021 and held it in 3 quarters.
  • LifePro Asset Management's State Street Ultra Short Term Bond ETF position peaked at $292K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2022.

Based on LifePro Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.