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McAdam LLC’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

McAdam LLC’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 		$641K Buy
15,852
+3,754
+31% +$152K 0.02% 233
2026
Q1 		$490K Buy
12,098
+685
+6% +$27.8K 0.02% 246
2025
Q4 		$462K Sell
11,413
-438
-4% -$17.8K 0.02% 248
2025
Q3 		$482K Sell
11,851
-1,807
-13% -$73.4K 0.02% 221
2025
Q2 		$555K Buy
13,658
+1,918
+16% +$77.8K 0.03% 200
2025
Q1 		$477K Buy
11,740
+5,180
+79% +$210K 0.03% 195
2024
Q4 		$265K Buy
+6,560
New +$266K 0.01% 301

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

McAdam LLC's ULST Position: Q2 2026 in Review

McAdam LLC increased its State Street Ultra Short Term Bond ETF (ULST) stake by 31% in Q2 2026, buying an estimated $152K and bringing the position to 15,852 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #233.

McAdam LLC first reported a position in ULST in Q4 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • McAdam LLC held 15,852 shares of State Street Ultra Short Term Bond ETF worth $641K as of Q2 2026.
  • McAdam LLC bought 3,754 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $152K.
  • State Street Ultra Short Term Bond ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #233 holding.
  • McAdam LLC first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.