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Symphony Financial Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Symphony Financial Services’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
2025
Q3 		– Sell
-5,300
Closed -$215K – 103
2025
Q2 		$215K Hold
5,300
– – 0.13% 79
2025
Q1 		$218K Buy
+5,300
New +$215K 0.14% 73

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AC
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PWM
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Morgan Stanley
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BW
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AQR Capital Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IC
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DK
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Symphony Financial Services's ULST Position: Q3 2025 in Review

Symphony Financial Services sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2025, closing a stake of 5,300 shares — an estimated $215K sold.

Symphony Financial Services first reported a position in ULST in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 108 funds tracked by Wall St. Rank hold ULST as of Q3 2025.

  • Symphony Financial Services reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Symphony Financial Services sold 5,300 State Street Ultra Short Term Bond ETF shares in Q3 2025, an estimated $215K.
  • Symphony Financial Services first reported a position in State Street Ultra Short Term Bond ETF in Q1 2025 and held it in 2 quarters.
  • Symphony Financial Services's State Street Ultra Short Term Bond ETF position peaked at $218K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2025.

Based on Symphony Financial Services's 13F filing for Q3 2025, filed 12 Nov 2025.