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Sanctuary Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Sanctuary 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
2026
Q1 		$1.27M Sell
31,375
-3,775
-11% -$153K 0.01% 1198
2025
Q4 		$1.42M Buy
35,150
+1,250
+4% +$50.8K 0.01% 1122
2025
Q3 		$1.38M Sell
33,900
-2,750
-8% -$112K 0.01% 1111
2025
Q2 		$1.49M Buy
36,650
+1,850
+5% +$75K 0.01% 989
2025
Q1 		$1.41M Buy
34,800
+150
+0.4% +$6.08K 0.01% 951
2024
Q4 		$1.4M Sell
34,650
-3,965
-10% -$161K 0.01% 1058
2024
Q3 		$1.57M Buy
38,615
+26,117
+209% +$1.06M 0.01% 1016
2024
Q2 		$505K Buy
+12,498
New +$505K ﹤0.01% 1631

Other funds holding ULST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return