UAG
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United Advisor Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

United Advisor Group’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
Q4 		– Sell
-7,415
Closed -$302K – 508
2025
Q3 		$302K Buy
+7,415
New +$301K 0.04% 352

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
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

United Advisor Group's ULST Position: Q4 2025 in Review

United Advisor Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2025, closing a stake of 7,415 shares — an estimated $302K sold.

United Advisor Group first reported a position in ULST in Q3 2025 and held it in 1 quarter. The position peaked at $302K in Q3 2025. 109 funds tracked by Wall St. Rank hold ULST as of Q4 2025.

  • United Advisor Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • United Advisor Group sold 7,415 State Street Ultra Short Term Bond ETF shares in Q4 2025, an estimated $302K.
  • United Advisor Group first reported a position in State Street Ultra Short Term Bond ETF in Q3 2025 and held it in 1 quarter.
  • United Advisor Group's State Street Ultra Short Term Bond ETF position peaked at $302K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.