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Retirement Capital Strategies’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Retirement Capital Strategies’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
2023
Q2 		– Sell
-77,437
Closed -$3.12M – 71
2023
Q1 		$3.12M Sell
77,437
-7,745
-9% -$311K 1.51% 15
2022
Q4 		$3.41M Buy
85,182
+32,753
+62% +$1.31M 1.67% 16
2022
Q3 		$2.09M Buy
+52,429
New +$2.09M 0.96% 18
2021
Q4 		– Sell
-162,081
Closed -$6.56M – 85
2021
Q3 		$6.56M Buy
+162,081
New +$6.56M 2.52% 12

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return