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

Bison Wealth’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
2024
Q4 		$273K Sell
5,441
-1,572
-22% -$79.2K 0.06% 243
2024
Q3 		$356K Sell
7,013
-2,134
-23% -$108K 0.06% 290
2024
Q2 		$456K Hold
9,147
– – 0.07% 255
2024
Q1 		$456K Sell
9,147
-15
-0.2% -$745 0.07% 255
2023
Q4 		$454K Sell
9,162
-26
-0.3% -$1.27K 0.08% 250
2023
Q3 		$449K Sell
9,188
-1,112
-11% -$54.5K 0.09% 233
2023
Q2 		$503K Buy
+10,300
New +$505K 0.09% 214

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

Bison Wealth's USTB Position: Q4 2024 in Review

Bison Wealth reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 22% in Q4 2024, selling an estimated $79.2K and leaving 5,441 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #243.

Bison Wealth first reported a position in USTB in Q2 2023 and has held it in 7 quarters since. The position peaked at $503K in Q2 2023. 106 funds tracked by Wall St. Rank hold USTB as of Q4 2024.

  • Bison Wealth held 5,441 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $273K as of Q4 2024.
  • Bison Wealth sold 1,572 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2024, an estimated $79.2K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #243 holding.
  • Bison Wealth first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • Bison Wealth's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $503K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.