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

Summit Wealth 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
2020
Q2 		– Sell
-7,215
Closed -$281K – 147
2020
Q1 		$281K Buy
7,215
+14
+0.2% +$562 0.11% 88
2019
Q4 		$291K Buy
+7,201
New +$291K 0.1% 95

Other funds holding ULST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Summit Wealth Partners's ULST Position: Q2 2020 in Review

Summit Wealth Partners sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2020, closing a stake of 7,215 shares — an estimated $281K sold.

Summit Wealth Partners first reported a position in ULST in Q4 2019 and held it in 2 quarters. The position peaked at $291K in Q4 2019. 44 funds tracked by Wall St. Rank hold ULST as of Q2 2020.

  • Summit Wealth Partners reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 7,215 State Street Ultra Short Term Bond ETF shares in Q2 2020, an estimated $281K.
  • Summit Wealth Partners first reported a position in State Street Ultra Short Term Bond ETF in Q4 2019 and held it in 2 quarters.
  • Summit Wealth Partners's State Street Ultra Short Term Bond ETF position peaked at $291K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2020.

Based on Summit Wealth Partners's 13F filing for Q2 2020, filed 10 Sep 2024.