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
2021 Q2	$20K	Buy	+490	New	+$19.8K	0.01%	558

Other funds holding ULST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Castleview Partners's ULST Position: Q2 2021 in Review

Castleview Partners opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q2 2021: 490 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings.

72 funds tracked by Wall St. Rank hold ULST as of Q2 2021.

Castleview Partners held 490 shares of State Street Ultra Short Term Bond ETF worth $20K as of Q2 2021.
State Street Ultra Short Term Bond ETF was a new Castleview Partners position in Q2 2021.
State Street Ultra Short Term Bond ETF made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #558 holding.
72 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.