SC
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Savant Capital’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Savant Capital’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 		$417K Hold
10,299
– – ﹤0.01% 1003
2025
Q4 		$417K Hold
10,299
– – ﹤0.01% 908
2025
Q3 		$419K Hold
10,299
– – ﹤0.01% 867
2025
Q2 		$419K Hold
10,299
– – ﹤0.01% 821
2025
Q1 		$419K Buy
10,299
+535
+5% +$21.7K ﹤0.01% 720
2024
Q4 		$395K Sell
9,764
-2,264
-19% -$91.7K ﹤0.01% 984
2024
Q3 		$491K Buy
12,028
+4,528
+60% +$184K ﹤0.01% 876
2024
Q2 		$304K Buy
+7,500
New +$303K ﹤0.01% 975

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