WIA
CUSD

Westbourne Investment Advisors’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Westbourne Investment Advisors’s Portfolio CUSD Stock Details CUSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52K Hold
29,839
– – ﹤0.01% 120
2026
Q1 		$522 Hold
29,839
– – ﹤0.01% 115
2025
Q4 		$2.54K Hold
29,839
– – ﹤0.01% 116
2025
Q3 		$39 Hold
29,839
– – ﹤0.01% 116
2025
Q2 		$39 Hold
29,839
– – ﹤0.01% 107
2025
Q1 		$39 Hold
29,839
– – ﹤0.01% 83
2024
Q4 		$0 Hold
29,839
– – ﹤0.01% 90
2024
Q3 		$1K Hold
29,839
– – ﹤0.01% 91
2024
Q2 		$0 Hold
29,839
– – ﹤0.01% 88
2024
Q1 		$0 Hold
29,839
– – ﹤0.01% 91
2023
Q4 		$1K Hold
29,839
– – ﹤0.01% 89
2023
Q3 		$1K Hold
29,839
– – ﹤0.01% 87
2023
Q2 		$2K Buy
+29,839
New +$633K ﹤0.01% 89

Other funds holding CUSD

WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Westbourne Investment Advisors's CUSD Position: Q2 2026 in Review

Westbourne Investment Advisors held its CrossingBridge Ultra-Short Duration ETF (CUSD) position steady in Q2 2026 at 29,839 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Westbourne Investment Advisors first reported a position in CUSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.54K in Q4 2025. 2 funds tracked by Wall St. Rank hold CUSD as of Q2 2026.

  • Westbourne Investment Advisors held 29,839 shares of CrossingBridge Ultra-Short Duration ETF worth $1.52K as of Q2 2026.
  • Westbourne Investment Advisors left its CrossingBridge Ultra-Short Duration ETF share count unchanged in Q2 2026.
  • CrossingBridge Ultra-Short Duration ETF made up ﹤0.01% of Westbourne Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Westbourne Investment Advisors first reported a position in CrossingBridge Ultra-Short Duration ETF in Q2 2023 and has held it in 13 quarters since.
  • Westbourne Investment Advisors's CrossingBridge Ultra-Short Duration ETF position peaked at $2.54K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.