Merit Financial Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Merit Financial Group’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	$210K	Sell	5,203 -179	-3%	-$7.23K	﹤0.01%	2082
2026 Q1	$218K	Buy	+5,382	New	+$218K	﹤0.01%	1868
2023 Q2	–	Sell	-20,707	Closed	-$833K	–	767
2023 Q1	$833K	Sell	20,707 -3,200	-13%	-$128K	0.03%	315
2022 Q4	$956K	Buy	+23,907	New	+$954K	0.03%	304
2022 Q2	–	Sell	-8,061	Closed	-$323K	–	604
2022 Q1	$323K	Buy	+8,061	New	+$324K	0.02%	294
2019 Q4	–	Sell	-8,650	Closed	-$350K	–	249
2019 Q3	$350K	Buy	+8,650	New	+$349K	0.04%	108

Other funds holding ULST

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Merit Financial Group's ULST Position: Q2 2026 in Review

Merit Financial Group reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 3.3% in Q2 2026, selling an estimated $7.23K and leaving 5,203 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Merit Financial Group first reported a position in ULST in Q3 2019 and has held it in 6 quarters since. The position peaked at $956K in Q4 2022. 16 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

Merit Financial Group held 5,203 shares of State Street Ultra Short Term Bond ETF worth $210K as of Q2 2026.
Merit Financial Group sold 179 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $7.23K.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2082 holding.
Merit Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q3 2019 and has held it in 6 quarters since.
Merit Financial Group's State Street Ultra Short Term Bond ETF position peaked at $956K in Q4 2022.
16 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.