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RWA Wealth Partners’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

RWA Wealth Partners’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
Q4 		– Sell
-13,353
Closed -$538K – 533
2023
Q3 		$538K Buy
+13,353
New +$537K 0.01% 253

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GI
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Carson Wealth (CWM LLC)
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RWA Wealth Partners's ULST Position: Q4 2023 in Review

RWA Wealth Partners sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2023, closing a stake of 13,353 shares — an estimated $538K sold.

RWA Wealth Partners first reported a position in ULST in Q3 2023 and held it in 1 quarter. The position peaked at $538K in Q3 2023. 105 funds tracked by Wall St. Rank hold ULST as of Q4 2023.

  • RWA Wealth Partners reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • RWA Wealth Partners sold 13,353 State Street Ultra Short Term Bond ETF shares in Q4 2023, an estimated $538K.
  • RWA Wealth Partners first reported a position in State Street Ultra Short Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • RWA Wealth Partners's State Street Ultra Short Term Bond ETF position peaked at $538K in Q3 2023.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2023.

Based on RWA Wealth Partners's 13F filing for Q4 2023, filed 1 Feb 2024.