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Synergy Investment Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Synergy Investment Management’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 		$31.2K Buy
+771
New +$31.3K 0.01% 340
2025
Q2 		– Sell
-771
Closed -$31.3K – 535
2025
Q1 		$31.3K Hold
771
– – 0.01% 268
2024
Q4 		$31.2K Buy
+771
New +$31.2K 0.01% 279

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

Synergy Investment Management's ULST Position: Q1 2026 in Review

Synergy Investment Management opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q1 2026: 771 shares worth $31.2K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ULST as recently as Q1 2025.

Synergy Investment Management first reported a position in ULST in Q4 2024 and has held it in 3 quarters since. The position peaked at $31.3K in Q1 2025. 105 funds tracked by Wall St. Rank hold ULST as of Q1 2026.

  • Synergy Investment Management held 771 shares of State Street Ultra Short Term Bond ETF worth $31.2K as of Q1 2026.
  • State Street Ultra Short Term Bond ETF was a new Synergy Investment Management position in Q1 2026.
  • State Street Ultra Short Term Bond ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #340 holding.
  • Synergy Investment Management first reported a position in State Street Ultra Short Term Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's State Street Ultra Short Term Bond ETF position peaked at $31.3K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.