BerganKDV Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Sell	-632	Closed	-$31K	–	1069
2023 Q1	$31K	Buy	+632	New	+$31K	﹤0.01%	451

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

BerganKDV Wealth Management's USTB Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2023, closing a stake of 632 shares — an estimated $31K sold.

BerganKDV Wealth Management first reported a position in USTB in Q1 2023 and held it in 1 quarter. The position peaked at $31K in Q1 2023. 66 funds tracked by Wall St. Rank hold USTB as of Q2 2023.

BerganKDV Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 632 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2023, an estimated $31K.
BerganKDV Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $31K in Q1 2023.
66 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.