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Stablepoint Partners’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Stablepoint Partners’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
Q2 		$8.93M Buy
220,840
+5,106
+2% +$206K 1.24% 17
2026
Q1 		$8.74M Buy
+215,734
New +$8.74M 1.3% 15

Other funds holding ULST

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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return
NFG
Norris Financial Group Greenville, South Carolina $251M AUM 48.4% 1-Year Est. Return

Stablepoint Partners's ULST Position: Q2 2026 in Review

Stablepoint Partners increased its State Street Ultra Short Term Bond ETF (ULST) stake by 2.4% in Q2 2026, buying an estimated $206K and bringing the position to 220,840 shares worth $8.93M. The position accounts for 1.24% of the portfolio, ranked #17.

Stablepoint Partners first reported a position in ULST in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Stablepoint Partners held 220,840 shares of State Street Ultra Short Term Bond ETF worth $8.93M as of Q2 2026.
  • Stablepoint Partners bought 5,106 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $206K.
  • State Street Ultra Short Term Bond ETF made up 1.24% of Stablepoint Partners's portfolio in Q2 2026, its #17 holding.
  • Stablepoint Partners first reported a position in State Street Ultra Short Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.