Modern Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Modern Wealth 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
2026 Q2	$221K	Buy	+5,455	New	+$220K	﹤0.01%	1001

Other funds holding ULST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Modern Wealth Management's ULST Position: Q2 2026 in Review

Modern Wealth Management opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q2 2026: 5,455 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

Modern Wealth Management held 5,455 shares of State Street Ultra Short Term Bond ETF worth $221K as of Q2 2026.
State Street Ultra Short Term Bond ETF was a new Modern Wealth Management position in Q2 2026.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1001 holding.
116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.