CWM
Comprehensive Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
8,873
-9,919
| -53% | -$504K | 0.36% | 36 |
|
|
2025
Q1 | $952K | Buy |
18,792
+5,334
| +40% | +$270K | 0.66% | 22 |
|
|
2024
Q4 | $676K | Buy |
13,458
+1,575
| +13% | +$79.1K | 0.51% | 23 |
|
|
2024
Q3 | $604K | Buy |
11,883
+762
| +7% | +$38.7K | 0.39% | 23 |
|
|
2024
Q2 | $554K | Buy |
+11,121
| New | +$554K | 0.4% | 21 |
|