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

Redmont Wealth Advisors’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 		$2.75K Hold
68
– – ﹤0.01% 284
2025
Q3 		$2.77K Hold
68
– – ﹤0.01% 288
2025
Q2 		$2.77K Hold
68
– – ﹤0.01% 283
2025
Q1 		$2.76K Buy
+68
New +$2.75K 0.01% 153
2024
Q4 		– Sell
-68
Closed -$2.77K – 293
2024
Q3 		$2.77K Hold
68
– – ﹤0.01% 296
2024
Q2 		$2.75K Buy
+68
New +$2.75K ﹤0.01% 304

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PWM
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AC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BW
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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