WWM
WT Wealth Management’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.64M | Buy |
138,854
+19,581
| +16% | +$796K | 1.83% | 18 |
|
|
2024
Q4 | $4.82M | Sell |
119,273
-915
| -0.8% | -$37K | 1.51% | 19 |
|
|
2024
Q3 | $4.88M | Sell |
120,188
-63,474
| -35% | -$2.58M | 1.56% | 19 |
|
|
2024
Q2 | $7.43M | Sell |
183,662
-10,365
| -5% | -$419K | 2.54% | 10 |
|
|
2024
Q1 | $7.86M | Sell |
194,027
-15,868
| -8% | -$643K | 2.81% | 8 |
|
|
2023
Q4 | $8.48M | Sell |
209,895
-50,864
| -20% | -$2.05M | 3.35% | 6 |
|
|
2023
Q3 | $10.5M | Sell |
260,759
-28,528
| -10% | -$1.15M | 4.5% | 6 |
|
|
2023
Q2 | $11.6M | Buy |
289,287
+247,838
| +598% | +$9.98M | 4.83% | 4 |
|
|
2023
Q1 | $1.67M | Buy |
+41,449
| New | +$1.67M | 0.72% | 33 |
|