Wisconsin Wealth Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Wisconsin Wealth Advisors’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	$291K	Sell	7,196 -3	-0%	-$121	0.25%	76
2026 Q1	$292K	Hold	7,199	–	–	0.29%	75
2025 Q4	$292K	Buy	7,199 +122	+2%	+$4.95K	0.29%	74
2025 Q3	$288K	Buy	+7,077	New	+$287K	0.27%	77

Other funds holding ULST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wisconsin Wealth Advisors's ULST Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 0.04% in Q2 2026, selling an estimated $121 and leaving 7,196 shares worth $291K. The position accounts for 0.25% of the portfolio, ranked #76.

Wisconsin Wealth Advisors first reported a position in ULST in Q3 2025 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 115 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

Wisconsin Wealth Advisors held 7,196 shares of State Street Ultra Short Term Bond ETF worth $291K as of Q2 2026.
Wisconsin Wealth Advisors sold 3 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $121.
State Street Ultra Short Term Bond ETF made up 0.25% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Wisconsin Wealth Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
Wisconsin Wealth Advisors's State Street Ultra Short Term Bond ETF position peaked at $292K in Q4 2025.
115 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.