TCWM
ULST icon

Total Clarity Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-250
Closed -$10K – 933
2022
Q2 		$10K Buy
+250
New +$9.99K 0.01% 677
2022
Q1 		– Sell
-250
Closed -$10K – 872
2021
Q4 		$10K Hold
250
– – ﹤0.01% 704
2021
Q3 		$10K Buy
+250
New +$10.1K ﹤0.01% 685
2021
Q2 		– Sell
-250
Closed -$10K – 711
2021
Q1 		$10K Buy
+250
New +$10.1K 0.01% 568
2020
Q1 		– Sell
-500
Closed -$20K – 583
2019
Q4 		$20K Buy
+500
New +$20.2K 0.02% 398

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return