YALE UNIV TAXABLE BD SER 2020A 1.482 04/15/30 B/E DTD 06/09/20 CLB · 13F Institutional Holdings
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YALE UNIV TAXABLE BD SER 2020A 1.482 04/15/30 B/E DTD 06/09/20 CLB
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Institutions
1
Combined AUM (Q2 2026)
$360,064
Combined Shares (Q2 2026)
400,000
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+200,000
1 · 0 New Buys
· ≈
—
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit
· ≈
—
⚖️ Net
+200,000
—
Net Buy
💰 Net Value
≈ —
—
est. price
—
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6M
1Y
2Y
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Latest AUM (Q2 2026)
$360,064
Institutions
1
New Buys
0
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership Trend
Portfolio %
Prev Q %
Rank
Q2 2026 Value
Q2 2026 Shares
Prev Q Value
Prev Q Shares
Shares Change
Action
KELLEHER FINANCIAL ADVISORS
0.05%
0.05%
#1
$360,064
400,000
$180,232
200,000
+200,000
+100.00%
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Net Flow
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Net Outflow
Net Inflow