RWA Wealth Partners
ULST icon

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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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.