BIP Wealth, LLC ULST Holdings History
BIP Wealth, LLC's SPDR SSgA Ultra Short Term Bond ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 538,959.00 shares of SPDR SSgA Ultra Short Term Bond ETF(ULST), totaling $21.91 Mil. This investment constitutes 1.43% of their stock portfolio, and BIP Wealth, LLC now holds 3.38% of the outstanding SPDR SSgA Ultra Short Term Bond ETF(ULST) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 7 purchases of ULST, at an average price of $40.07, for a total of 570,770.00 shares. In addition, there have been 1 sales at an average price of $40.39 for 31,811.00 shares. Based on historical transaction data and ULST's current price of $40.58, BIP Wealth, LLC's estimated gain on his ULST holdings is $279,539.25, reflecting a 1.22% gain to date.
BIP Wealth, LLC ULST ($40.58) Holding Chart
BIP Wealth, LLC ULST ($40.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
