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

Next 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
2021
Q4 		$12K Hold
295
– – ﹤0.01% 2125
2021
Q3 		$12K Hold
295
– – ﹤0.01% 1990
2021
Q2 		$12K Buy
+295
New +$11.9K ﹤0.01% 1932

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Next Financial Group's ULST Position: Q4 2021 in Review

Next Financial Group held its State Street Ultra Short Term Bond ETF (ULST) position steady in Q4 2021 at 295 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Next Financial Group first reported a position in ULST in Q2 2021 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold ULST as of Q4 2021.

  • Next Financial Group held 295 shares of State Street Ultra Short Term Bond ETF worth $12K as of Q4 2021.
  • Next Financial Group left its State Street Ultra Short Term Bond ETF share count unchanged in Q4 2021.
  • State Street Ultra Short Term Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2125 holding.
  • Next Financial Group first reported a position in State Street Ultra Short Term Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.