Castleview Partners’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Castleview Partners’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
2022 Q1	–	Sell	-20,119	Closed	-$499	–	1011
2021 Q4	$499	Buy	+20,119	New	+$812K	﹤0.01%	524
2021 Q2	$20K	Buy	+490	New	+$19.8K	0.01%	558

Other funds holding ULST

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

January Capital Advisors San Francisco, California $74.2M AUM

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return