Castleview Partners’s Nomura Tax-Free USA Short Term ETF STAX Stock Holding History

Castleview Partners’s Portfolio STAX Stock Details STAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.6M	Sell	104,904 -118,505	-53%	-$2.99M	1.14%	18
2026 Q2	$5.68M	Buy	+223,409	New	+$5.68M	2.5%	5

Castleview Partners's STAX Position: Q3 2026 in Review

Castleview Partners reduced its Nomura Tax-Free USA Short Term ETF (STAX) stake by 53% in Q3 2026, selling an estimated $2.99M and leaving 104,904 shares worth $2.6M. The position accounts for 1.14% of the portfolio, ranked #18.

Castleview Partners first reported a position in STAX in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.68M in Q2 2026. 1 fund tracked by Wall St. Rank holds STAX as of Q3 2026.

Castleview Partners held 104,904 shares of Nomura Tax-Free USA Short Term ETF worth $2.6M as of Q3 2026.
Castleview Partners sold 118,505 Nomura Tax-Free USA Short Term ETF shares in Q3 2026, an estimated $2.99M.
Nomura Tax-Free USA Short Term ETF made up 1.14% of Castleview Partners's portfolio in Q3 2026, its #18 holding.
Castleview Partners first reported a position in Nomura Tax-Free USA Short Term ETF in Q2 2026 and has held it in 2 quarters since.
Castleview Partners's Nomura Tax-Free USA Short Term ETF position peaked at $5.68M in Q2 2026.
1 fund tracked by Wall St. Rank held Nomura Tax-Free USA Short Term ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.