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	–	292
2024 Q3	$2.77K	Hold	68	–	–	﹤0.01%	296
2024 Q2	$2.75K	Buy	+68	New	+$2.75K	﹤0.01%	304

Other funds holding ULST

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Redmont Wealth Advisors's ULST Position: Q4 2025 in Review

Redmont Wealth Advisors held its State Street Ultra Short Term Bond ETF (ULST) position steady in Q4 2025 at 68 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Redmont Wealth Advisors first reported a position in ULST in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.77K in Q3 2024. 109 funds tracked by Wall St. Rank hold ULST as of Q4 2025.

Redmont Wealth Advisors held 68 shares of State Street Ultra Short Term Bond ETF worth $2.75K as of Q4 2025.
Redmont Wealth Advisors left its State Street Ultra Short Term Bond ETF share count unchanged in Q4 2025.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #284 holding.
Redmont Wealth Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q2 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's State Street Ultra Short Term Bond ETF position peaked at $2.77K in Q3 2024.
109 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.