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Patriot Financial Group Insurance Agency’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,867
Closed -$76K – 2262
2021
Q3 		$76K Buy
1,867
+1
+0.1% +$40 0.01% 736
2021
Q2 		$76K Buy
1,866
+2
+0.1% +$81 0.01% 706
2021
Q1 		$75K Buy
1,864
+2
+0.1% +$81 0.02% 645
2020
Q4 		$75K Buy
+1,862
New +$75.3K 0.02% 572

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CL
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Osaic Holdings
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HWA
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TI
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LPL Financial
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B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ULST Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2021, closing a stake of 1,867 shares — an estimated $76K sold.

Patriot Financial Group Insurance Agency first reported a position in ULST in Q4 2020 and held it in 4 quarters. The position peaked at $76K in Q3 2021. 82 funds tracked by Wall St. Rank hold ULST as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,867 State Street Ultra Short Term Bond ETF shares in Q4 2021, an estimated $76K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street Ultra Short Term Bond ETF in Q4 2020 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's State Street Ultra Short Term Bond ETF position peaked at $76K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.