Castleview Partners’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Castleview Partners’s Portfolio VNLA Stock Details VNLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-306	Closed	-$15K	–	562
2024 Q4	$15K	Sell	306 -1,009	-77%	-$49.4K	0.01%	516
2024 Q3	$64.5K	Hold	1,315	–	–	0.04%	293
2024 Q2	$63.8K	Hold	1,315	–	–	0.04%	304
2024 Q1	$63.8K	Hold	1,315	–	–	0.04%	318
2023 Q4	$63.5K	Hold	1,315	–	–	0.04%	258
2023 Q3	$63.1K	Hold	1,315	–	–	0.06%	227
2023 Q2	$62.8K	Hold	1,315	–	–	0.06%	228
2023 Q1	$62.8K	Buy	1,315 +52	+4%	+$2.48K	0.06%	244
2022 Q4	$59.9K	Hold	1,263	–	–	0.06%	214
2022 Q3	$61K	Sell	1,263 -1,685	-57%	-$82K	0.06%	221
2022 Q2	$523K	Buy	2,948 +1,713	+139%	+$83.6K	0.42%	50
2022 Q1	$60K	Buy	+1,235	New	+$60.8K	0.04%	327
2021 Q2	$62K	Buy	+1,235	New	+$62K	0.03%	368

Other funds holding VNLA

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Castleview Partners's VNLA Position: Q1 2025 in Review

Castleview Partners sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2025, closing a stake of 306 shares — an estimated $15K sold.

Castleview Partners first reported a position in VNLA in Q2 2021 and held it in 13 quarters. The position peaked at $523K in Q2 2022. 212 funds tracked by Wall St. Rank hold VNLA as of Q1 2025.

Castleview Partners reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 306 Janus Henderson Short Duration Income ETF shares in Q1 2025, an estimated $15K.
Castleview Partners first reported a position in Janus Henderson Short Duration Income ETF in Q2 2021 and held it in 13 quarters.
Castleview Partners's Janus Henderson Short Duration Income ETF position peaked at $523K in Q2 2022.
212 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.