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

Prestige Wealth Management 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 		$454K Buy
11,220
+112
+1% +$4.53K 0.08% 114
2026
Q1 		$450K Buy
11,108
+72
+0.7% +$2.92K 0.09% 107
2025
Q4 		$447K Buy
11,036
+162
+1% +$6.58K 0.09% 111
2025
Q3 		$442K Buy
10,874
+122
+1% +$4.95K 0.09% 113
2025
Q2 		$437K Buy
10,752
+118
+1% +$4.79K 0.09% 111
2025
Q1 		$432K Buy
10,634
+78
+0.7% +$3.16K 0.09% 105
2024
Q4 		$427K Buy
+10,556
New +$428K 0.09% 112

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AC
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
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

Prestige Wealth Management Group's ULST Position: Q2 2026 in Review

Prestige Wealth Management Group increased its State Street Ultra Short Term Bond ETF (ULST) stake by 1% in Q2 2026, buying an estimated $4.53K and bringing the position to 11,220 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #114.

Prestige Wealth Management Group first reported a position in ULST in Q4 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Prestige Wealth Management Group held 11,220 shares of State Street Ultra Short Term Bond ETF worth $454K as of Q2 2026.
  • Prestige Wealth Management Group bought 112 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $4.53K.
  • State Street Ultra Short Term Bond ETF made up 0.08% of Prestige Wealth Management Group's portfolio in Q2 2026, its #114 holding.
  • Prestige Wealth Management Group first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

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