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Winch Advisory Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Winch Advisory Services’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 		$243K Buy
6,008
+59
+1% +$2.38K 0.05% 101
2026
Q1 		$241K Buy
5,949
+39
+0.7% +$1.58K 0.06% 95
2025
Q4 		$239K Sell
5,910
-517
-8% -$21K 0.05% 93
2025
Q3 		$262K Buy
6,427
+72
+1% +$2.92K 0.06% 89
2025
Q2 		$258K Buy
6,355
+70
+1% +$2.84K 0.06% 86
2025
Q1 		$256K Buy
6,285
+46
+0.7% +$1.86K 0.07% 83
2024
Q4 		$252K Sell
6,239
-756
-11% -$30.6K 0.07% 81
2024
Q3 		$285K Buy
6,995
+89
+1% +$3.61K 0.08% 76
2024
Q2 		$280K Buy
6,906
+88
+1% +$3.55K 0.08% 75
2024
Q1 		$276K Buy
6,818
+56
+0.8% +$2.27K 0.08% 72
2023
Q4 		$273K Buy
6,762
+8
+0.1% +$322 0.09% 72
2023
Q3 		$272K Sell
6,754
-917
-12% -$36.9K 0.1% 69
2023
Q2 		$309K Buy
7,671
+575
+8% +$23.1K 0.11% 67
2023
Q1 		$286K Buy
7,096
+44
+0.6% +$1.77K 0.11% 69
2022
Q4 		$282K Sell
7,052
-305
-4% -$12.2K 0.12% 70
2022
Q3 		$294K Buy
7,357
+33
+0.5% +$1.32K 0.13% 62
2022
Q2 		$292K Buy
7,324
+536
+8% +$21.4K 0.12% 64
2022
Q1 		$272K Sell
6,788
-521
-7% -$20.9K 0.09% 66
2021
Q4 		$295K Buy
7,309
+11
+0.2% +$444 0.1% 64
2021
Q3 		$295K Buy
7,298
+9
+0.1% +$364 0.1% 64
2021
Q2 		$295K Sell
7,289
-385
-5% -$15.6K 0.11% 63
2021
Q1 		$310K Buy
7,674
+626
+9% +$25.3K 0.12% 55
2020
Q4 		$285K Buy
7,048
+21
+0.3% +$849 0.12% 55
2020
Q3 		$284K Buy
7,027
+516
+8% +$20.8K 0.12% 52
2020
Q2 		$263K Sell
6,511
-221
-3% -$8.8K 0.13% 52
2020
Q1 		$262K Sell
6,732
-378
-5% -$15.2K 0.13% 49
2019
Q4 		$287K Sell
7,110
-7,297
-51% -$295K 0.14% 63
2019
Q3 		$582K Buy
14,407
+96
+0.7% +$3.88K 0.3% 42
2019
Q2 		$579K Buy
14,311
+7,792
+120% +$314K 0.3% 39
2019
Q1 		$263K Buy
+6,519
New +$262K 0.15% 67

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

Winch Advisory Services's ULST Position: Q2 2026 in Review

Winch Advisory Services increased its State Street Ultra Short Term Bond ETF (ULST) stake by 0.99% in Q2 2026, buying an estimated $2.38K and bringing the position to 6,008 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #101.

Winch Advisory Services first reported a position in ULST in Q1 2019 and has held it in 30 quarters since. The position peaked at $582K in Q3 2019. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Winch Advisory Services held 6,008 shares of State Street Ultra Short Term Bond ETF worth $243K as of Q2 2026.
  • Winch Advisory Services bought 59 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $2.38K.
  • State Street Ultra Short Term Bond ETF made up 0.05% of Winch Advisory Services's portfolio in Q2 2026, its #101 holding.
  • Winch Advisory Services first reported a position in State Street Ultra Short Term Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Winch Advisory Services's State Street Ultra Short Term Bond ETF position peaked at $582K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.