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Strategic Family Wealth Counselors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-18,843
Closed -$753K – 113
2022
Q4 		$753K Buy
+18,843
New +$752K 0.37% 47
2022
Q1 		– Sell
-100,300
Closed -$4.04M – 106
2021
Q4 		$4.04M Buy
+100,300
New +$4.05M 1.3% 24

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Strategic Family Wealth Counselors's ULST Position: Q1 2023 in Review

Strategic Family Wealth Counselors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2023, closing a stake of 18,843 shares — an estimated $753K sold.

Strategic Family Wealth Counselors first reported a position in ULST in Q4 2021 and held it in 2 quarters. The position peaked at $4.04M in Q4 2021. 93 funds tracked by Wall St. Rank hold ULST as of Q1 2023.

  • Strategic Family Wealth Counselors reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 18,843 State Street Ultra Short Term Bond ETF shares in Q1 2023, an estimated $753K.
  • Strategic Family Wealth Counselors first reported a position in State Street Ultra Short Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's State Street Ultra Short Term Bond ETF position peaked at $4.04M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2023.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2023, filed 16 May 2023.