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Seed Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Seed Wealth Management’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
-11,900
Closed -$479K – 156
2023
Q3 		$479K Buy
11,900
+5,900
+98% +$237K 0.54% 55
2023
Q2 		$242K Hold
6,000
– – 0.26% 112
2023
Q1 		$242K Hold
6,000
– – 0.27% 103
2022
Q4 		$240K Buy
+6,000
New +$239K 0.27% 93

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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 $570B AUM 27.57% 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

Seed Wealth Management's ULST Position: Q4 2023 in Review

Seed Wealth Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2023, closing a stake of 11,900 shares — an estimated $479K sold.

Seed Wealth Management first reported a position in ULST in Q4 2022 and held it in 4 quarters. The position peaked at $479K in Q3 2023. 105 funds tracked by Wall St. Rank hold ULST as of Q4 2023.

  • Seed Wealth Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Seed Wealth Management sold 11,900 State Street Ultra Short Term Bond ETF shares in Q4 2023, an estimated $479K.
  • Seed Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q4 2022 and held it in 4 quarters.
  • Seed Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $479K in Q3 2023.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2023.

Based on Seed Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.