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

Paladin Wealth’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
2025
Q3 		– Sell
-29,195
Closed -$1.19M – 123
2025
Q2 		$1.19M Sell
29,195
-1,960
-6% -$79.5K 0.92% 35
2025
Q1 		$1.27M Buy
31,155
+681
+2% +$27.6K 1.14% 27
2024
Q4 		$1.23M Sell
30,474
-6,811
-18% -$276K 1.06% 25
2024
Q3 		$1.52M Buy
+37,285
New +$1.51M 1.33% 18

Other funds holding ULST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return

Paladin Wealth's ULST Position: Q3 2025 in Review

Paladin Wealth sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2025, closing a stake of 29,195 shares — an estimated $1.19M sold.

Paladin Wealth first reported a position in ULST in Q3 2024 and held it in 4 quarters. The position peaked at $1.52M in Q3 2024. 108 funds tracked by Wall St. Rank hold ULST as of Q3 2025.

  • Paladin Wealth reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Paladin Wealth sold 29,195 State Street Ultra Short Term Bond ETF shares in Q3 2025, an estimated $1.19M.
  • Paladin Wealth first reported a position in State Street Ultra Short Term Bond ETF in Q3 2024 and held it in 4 quarters.
  • Paladin Wealth's State Street Ultra Short Term Bond ETF position peaked at $1.52M in Q3 2024.
  • 108 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2025.

Based on Paladin Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.