Steward Partners Investment Advisory’s State Street Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $733K | Buy |
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|
2025
Q2 | $679K | Sell |
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|
2025
Q1 | $700K | Buy |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | $19.1K | Sell |
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|
2023
Q2 | $20.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $9.59K | Hold |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | $8K | Buy |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Buy |
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