ZF
ULST icon

Zega Financial’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Zega Financial’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
2024
Q3 		$258K Buy
+6,325
New +$257K 0.04% 89

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

Zega Financial's ULST Position: Q3 2024 in Review

Zega Financial opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q3 2024: 6,325 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #89 among its holdings.

102 funds tracked by Wall St. Rank hold ULST as of Q3 2024.

  • Zega Financial held 6,325 shares of State Street Ultra Short Term Bond ETF worth $258K as of Q3 2024.
  • State Street Ultra Short Term Bond ETF was a new Zega Financial position in Q3 2024.
  • State Street Ultra Short Term Bond ETF made up 0.04% of Zega Financial's portfolio in Q3 2024, its #89 holding.
  • 102 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.