South Placer Municipal Utility District Staff Report 4th Quarter Investment Report August 2025
District Portfolio Includes CALTRUST - Short Term Investment
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Description
District funds totaling $7,106,029 were invested with CALTRUST - Short Term as of June 30, 2025, contributing to the agency's diversified portfolio.
Contract Details
Contract Amount
$7,106,029 (market value as of Jun 30, 2025)
Vendor
CALTRUST - SHORT TERM
Agency
South Placer Municipal Utility District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
August 7, 2025
Contract Term
As of June 30, 2025; ongoing investment
Renewal Info
Ongoing investment, no specified end date or renewal cycle.
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