Sigma Planning Corp’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-9,567	Closed	-$387K	–	1278
2024 Q2	$387K	Buy	9,567 +532	+6%	+$21.5K	0.01%	826
2024 Q1	$366K	Buy	+9,035	New	+$365K	0.01%	882
2023 Q4	–	Sell	-9,203	Closed	-$371K	–	1157
2023 Q3	$371K	Buy	+9,203	New	+$370K	0.01%	840

Other funds holding ULST

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OWA

ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

Sigma Planning Corp's ULST Position: Q3 2024 in Review

Sigma Planning Corp sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2024, closing a stake of 9,567 shares — an estimated $387K sold.

Sigma Planning Corp first reported a position in ULST in Q3 2023 and held it in 3 quarters. The position peaked at $387K in Q2 2024. 102 funds tracked by Wall St. Rank hold ULST as of Q3 2024.

Sigma Planning Corp reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Sigma Planning Corp sold 9,567 State Street Ultra Short Term Bond ETF shares in Q3 2024, an estimated $387K.
Sigma Planning Corp first reported a position in State Street Ultra Short Term Bond ETF in Q3 2023 and held it in 3 quarters.
Sigma Planning Corp's State Street Ultra Short Term Bond ETF position peaked at $387K in Q2 2024.
102 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.