Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in SSGA ACTIVE ETF TR ULT SHT TRM BD (ULST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 566,983 | +13,318 | +2.4% | 0.81% | $23.0M | $40.25 |
| 2025 Q3 | ADDED | 553,665 | +14,112 | +2.6% | 1.11% | $22.5M | $39.83 |
| 2025 Q2 | ADDED | 539,553 | +594 | +0.1% | 1.35% | $21.9M | $39.35 |
| 2025 Q1 | ADDED | 538,959 | +38,469 | +7.7% | 1.43% | $21.9M | $38.91 |
| 2024 Q4 | ADDED | 500,490 | +31,818 | +6.8% | 1.35% | $20.2M | $38.40 |
| 2024 Q3 | ADDED | 468,672 | +76,726 | +19.6% | 1.30% | $19.1M | $38.13 |
| 2024 Q2 | REDUCED | 391,946 | -31,811 | -7.5% | 1.30% | $15.9M | $37.36 |
| 2024 Q1 | ADDED | 423,757 | +42,528 | +11.2% | 1.26% | $17.2M | $36.91 |
| 2023 Q4 | ADDED | 381,229 | +19,885 | +5.5% | 1.21% | $15.4M | $36.49 |
| 2023 Q3 | ADDED | 361,344 | +25,737 | +7.7% | 1.34% | $14.6M | $35.80 |
As of 2025 Q4 — sorted by position size