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Principal Securities’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Principal Securities’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
Q4 		– Sell
-7
Closed -$285 – 3383
2025
Q3 		$285 Buy
+7
New +$284 ﹤0.01% 3615

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
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's ULST Position: Q4 2025 in Review

Principal Securities sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2025, closing a stake of 7 shares — an estimated $285 sold.

Principal Securities first reported a position in ULST in Q3 2025 and held it in 1 quarter. The position peaked at $285 in Q3 2025. 109 funds tracked by Wall St. Rank hold ULST as of Q4 2025.

  • Principal Securities reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 7 State Street Ultra Short Term Bond ETF shares in Q4 2025, an estimated $285.
  • Principal Securities first reported a position in State Street Ultra Short Term Bond ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's State Street Ultra Short Term Bond ETF position peaked at $285 in Q3 2025.
  • 109 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.