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

Burt Wealth Advisors’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
2025 Q3	$393K	Sell	7,715 -209	-3%	-$10.6K	0.1%	82
2025 Q2	$403K	Buy	7,924 +499	+7%	+$25.2K	0.09%	79
2025 Q1	$376K	Buy	7,425 +210	+3%	+$10.6K	0.09%	74
2024 Q4	$362K	Buy	7,215 +205	+3%	+$10.3K	0.09%	81
2024 Q3	$356K	Buy	7,010 +350	+5%	+$17.6K	0.09%	81
2024 Q2	$332K	Buy	6,660 +991	+17%	+$49.2K	0.09%	79
2024 Q1	$282K	Sell	5,669 -51	-0.9%	-$2.53K	0.07%	97
2023 Q4	$284K	Sell	5,720 -66,844	-92%	-$3.27M	0.08%	89
2023 Q3	$3.55M	Buy	+72,564	New	+$3.55M	1.09%	19

Other funds holding USTB

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

MAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burt Wealth Advisors's USTB Position: Q3 2025 in Review

Burt Wealth Advisors reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 2.6% in Q3 2025, selling an estimated $10.6K and leaving 7,715 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #82.

Burt Wealth Advisors first reported a position in USTB in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.55M in Q3 2023. 129 funds tracked by Wall St. Rank hold USTB as of Q3 2025.

Burt Wealth Advisors held 7,715 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $393K as of Q3 2025.
Burt Wealth Advisors sold 209 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2025, an estimated $10.6K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.1% of Burt Wealth Advisors's portfolio in Q3 2025, its #82 holding.
Burt Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and has held it in 9 quarters since.
Burt Wealth Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $3.55M in Q3 2023.
129 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.