Cornerstone Planning Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5M Buy
245,995
+9,897
+4% +$504K 2.56% 13
2025
Q1
$11.9M Sell
236,098
-3,655
-2% -$184K 2.85% 11
2024
Q4
$12.1M Sell
239,753
-30,812
-11% -$1.55M 2.97% 10
2024
Q3
$13.6M Buy
270,565
+19,376
+8% +$977K 3.61% 9
2024
Q2
$12.7M Buy
251,189
+16,243
+7% +$821K 3.64% 8
2024
Q1
$11.7M Buy
234,946
+7,203
+3% +$358K 3.63% 8
2023
Q4
$11.3M Buy
+227,743
New +$11.3M 3.73% 7
2022
Q4
$2.04M Buy
+41,527
New +$2.04M 0.85% 25