Wealthcare Advisory Partners’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Wealthcare Advisory Partners’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	$818K	Sell	20,231 -851	-4%	-$34.4K	0.02%	571
2026 Q1	$854K	Buy	21,082 +4,208	+25%	+$171K	0.02%	560
2025 Q4	$683K	Buy	16,874 +4,596	+37%	+$187K	0.01%	603
2025 Q3	$500K	Sell	12,278 -35,700	-74%	-$1.45M	0.01%	682
2025 Q2	$1.95M	Buy	47,978 +39,637	+475%	+$1.61M	0.04%	332
2025 Q1	$339K	Buy	+8,341	New	+$338K	0.01%	701
2023 Q1	–	Sell	-5,406	Closed	-$216K	–	746
2022 Q4	$216K	Sell	5,406 -10,232	-65%	-$408K	0.01%	638
2022 Q3	$624K	Buy	15,638 +1,424	+10%	+$56.8K	0.04%	312
2022 Q2	$566K	Sell	14,214 -14,710	-51%	-$588K	0.03%	300
2022 Q1	$1.16M	Sell	28,924 -566,859	-95%	-$22.8M	0.07%	169
2021 Q4	$24M	Sell	595,783 -12,649	-2%	-$511K	1.44%	15
2021 Q3	$24.6M	Buy	608,432 +26,549	+5%	+$1.07M	1.61%	15
2021 Q2	$23.6M	Buy	581,883 +35,339	+6%	+$1.43M	1.58%	14
2021 Q1	$22.1M	Buy	546,544 +61,306	+13%	+$2.48M	1.6%	14
2020 Q4	$19.6M	Buy	485,238 +32,288	+7%	+$1.31M	1.74%	15
2020 Q3	$18.3M	Buy	452,950 +30,217	+7%	+$1.22M	2.01%	13
2020 Q2	$17.1M	Buy	422,733 +124,087	+42%	+$4.94M	2.13%	12
2020 Q1	$11.6M	Buy	+298,646	New	+$12M	1.71%	15

Other funds holding ULST

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Wealthcare Advisory Partners's ULST Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 4% in Q2 2026, selling an estimated $34.4K and leaving 20,231 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #571.

Wealthcare Advisory Partners first reported a position in ULST in Q1 2020 and has held it in 18 quarters since. The position peaked at $24.6M in Q3 2021. 22 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

Wealthcare Advisory Partners held 20,231 shares of State Street Ultra Short Term Bond ETF worth $818K as of Q2 2026.
Wealthcare Advisory Partners sold 851 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $34.4K.
State Street Ultra Short Term Bond ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #571 holding.
Wealthcare Advisory Partners first reported a position in State Street Ultra Short Term Bond ETF in Q1 2020 and has held it in 18 quarters since.
Wealthcare Advisory Partners's State Street Ultra Short Term Bond ETF position peaked at $24.6M in Q3 2021.
22 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.