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Beacon Capital Management LLC (Tennessee)’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-37
Closed -$2K – 1052
2022
Q3 		$2K Hold
37
– – ﹤0.01% 768
2022
Q2 		$2K Hold
37
– – ﹤0.01% 813
2022
Q1 		$2K Buy
+37
New +$1.87K ﹤0.01% 813

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AIM
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AWA
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Bank of America
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s USTB Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2022, closing a stake of 37 shares — an estimated $2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in USTB in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 56 funds tracked by Wall St. Rank hold USTB as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 37 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2022, an estimated $2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.