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Second Line Capital’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Second Line 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
2024
Q1 		– Sell
-5,267
Closed -$213K – 119
2023
Q4 		$213K Buy
+5,267
New +$212K 0.09% 94

Other funds holding ULST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Second Line Capital's ULST Position: Q1 2024 in Review

Second Line Capital sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2024, closing a stake of 5,267 shares — an estimated $213K sold.

Second Line Capital first reported a position in ULST in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 103 funds tracked by Wall St. Rank hold ULST as of Q1 2024.

  • Second Line Capital reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Second Line Capital sold 5,267 State Street Ultra Short Term Bond ETF shares in Q1 2024, an estimated $213K.
  • Second Line Capital first reported a position in State Street Ultra Short Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Second Line Capital's State Street Ultra Short Term Bond ETF position peaked at $213K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2024.

Based on Second Line Capital's 13F filing for Q1 2024, filed 22 May 2024.