RFS
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Richardson Financial Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Richardson Financial Services’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
Q1 		$390K Hold
9,622
– – 0.24% 101
2025
Q4 		$53.7K Hold
9,622
– – 0.02% 290
2025
Q3 		$392K Hold
9,622
– – 0.24% 95
2025
Q2 		$391K Hold
9,622
– – 0.26% 102
2025
Q1 		$391K Hold
9,622
– – 0.3% 99
2024
Q4 		$389K Sell
9,622
-9,622
-50% -$390K 0.27% 98
2024
Q3 		$782K Buy
19,244
+9,622
+100% +$391K 0.5% 52
2024
Q2 		$389K Sell
9,622
-49
-0.5% -$1.98K 0.28% 94
2024
Q1 		$392K Buy
+9,671
New +$391K 0.28% 95

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SP
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