CP
STAX

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
Q2 		$5.68M Buy
+223,409
New +$5.68M 2.5% 5

Castleview Partners's STAX Position: Q2 2026 in Review

Castleview Partners opened a new position in Nomura Tax-Free USA Short Term ETF (STAX) in Q2 2026: 223,409 shares worth $5.68M. The stake represents 2.5% of the portfolio and ranks #5 among its holdings.

1 fund tracked by Wall St. Rank holds STAX as of Q2 2026.

  • Castleview Partners held 223,409 shares of Nomura Tax-Free USA Short Term ETF worth $5.68M as of Q2 2026.
  • Nomura Tax-Free USA Short Term ETF was a new Castleview Partners position in Q2 2026.
  • Nomura Tax-Free USA Short Term ETF made up 2.5% of Castleview Partners's portfolio in Q2 2026, its #5 holding.
  • 1 fund tracked by Wall St. Rank held Nomura Tax-Free USA Short Term ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.