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Steward Partners Investment Advisory’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Steward Partners Investment Advisory’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 		$826K Buy
20,397
+1,963
+11% +$79.6K ﹤0.01% 1271
2025
Q4 		$747K Buy
18,434
+418
+2% +$17K ﹤0.01% 1207
2025
Q3 		$733K Buy
18,016
+1,305
+8% +$53K ﹤0.01% 1191
2025
Q2 		$679K Sell
16,711
-515
-3% -$20.9K 0.01% 1157
2025
Q1 		$700K Buy
17,226
+117
+0.7% +$4.74K 0.01% 1061
2024
Q4 		$691K Buy
17,109
+1,530
+10% +$62K 0.01% 1018
2024
Q3 		$635K Buy
15,579
+316
+2% +$12.8K 0.01% 1016
2024
Q2 		$618K Buy
15,263
+2,538
+20% +$103K 0.01% 971
2024
Q1 		$515K Buy
12,725
+7,776
+157% +$315K 0.01% 1046
2023
Q4 		$200K Buy
4,949
+4,475
+944% +$180K ﹤0.01% 1377
2023
Q3 		$19.1K Sell
474
-36
-7% -$1.45K ﹤0.01% 2330
2023
Q2 		$20.5K Buy
+510
New +$20.5K ﹤0.01% 2277
2022
Q3 		– Sell
-9
Closed – – 3388
2022
Q2 		$0 Sell
9
-228
-96% -$9.11K ﹤0.01% 3376
2022
Q1 		$9K Hold
237
– – ﹤0.01% 2717
2021
Q4 		$10K Hold
237
– – ﹤0.01% 2612
2021
Q3 		$10K Hold
237
– – ﹤0.01% 2608
2021
Q2 		$10K Hold
237
– – ﹤0.01% 6069
2021
Q1 		$9.59K Hold
237
– – ﹤0.01% 2795
2020
Q4 		$10K Buy
237
+29
+14% +$1.17K ﹤0.01% 2328
2020
Q3 		$8K Buy
208
+38
+22% +$1.53K ﹤0.01% 2233
2020
Q2 		$7K Hold
170
– – ﹤0.01% 2183
2020
Q1 		$6K Hold
170
– – ﹤0.01% 2044
2019
Q4 		$6K Hold
170
– – ﹤0.01% 2199
2019
Q3 		$6K Buy
+170
New +$6.87K ﹤0.01% 2209

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

Steward Partners Investment Advisory's ULST Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street Ultra Short Term Bond ETF (ULST) stake by 11% in Q1 2026, buying an estimated $79.6K and bringing the position to 20,397 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Steward Partners Investment Advisory first reported a position in ULST in Q3 2019 and has held it in 24 quarters since. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

  • Steward Partners Investment Advisory held 20,397 shares of State Street Ultra Short Term Bond ETF worth $826K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,963 State Street Ultra Short Term Bond ETF shares in Q1 2026, an estimated $79.6K.
  • State Street Ultra Short Term Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1271 holding.
  • Steward Partners Investment Advisory first reported a position in State Street Ultra Short Term Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.