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
2026
Q2 		$209K Buy
+5,165
New +$209K 0.02% 511
2025
Q4 		– Sell
-7,415
Closed -$302K – 508
2025
Q3 		$302K Buy
+7,415
New +$301K 0.04% 352

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

United Advisor Group's ULST Position: Q2 2026 in Review

United Advisor Group opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q2 2026: 5,165 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #511 among its holdings. This is a return to the name: United Advisor Group previously reported a position in ULST as recently as Q3 2025.

United Advisor Group first reported a position in ULST in Q3 2025 and has held it in 2 quarters since. The position peaked at $302K in Q3 2025. 115 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • United Advisor Group held 5,165 shares of State Street Ultra Short Term Bond ETF worth $209K as of Q2 2026.
  • State Street Ultra Short Term Bond ETF was a new United Advisor Group position in Q2 2026.
  • State Street Ultra Short Term Bond ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #511 holding.
  • United Advisor Group first reported a position in State Street Ultra Short Term Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • United Advisor Group's State Street Ultra Short Term Bond ETF position peaked at $302K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.