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

Crowley 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
2025
Q4 		– Sell
-280
Closed -$14.3K – 336
2025
Q3 		$14.3K Hold
280
– – 0.01% 250
2025
Q2 		$14.2K Hold
280
– – 0.01% 234
2025
Q1 		$14.2K Hold
280
– – 0.01% 226
2024
Q4 		$14.1K Buy
+280
New +$14.1K 0.01% 237

Other funds holding USTB

Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Crowley Wealth Management's USTB Position: Q4 2025 in Review

Crowley Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2025, closing a stake of 280 shares — an estimated $14.3K sold.

Crowley Wealth Management first reported a position in USTB in Q4 2024 and held it in 4 quarters. The position peaked at $14.3K in Q3 2025. 133 funds tracked by Wall St. Rank hold USTB as of Q4 2025.

  • Crowley Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 280 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2025, an estimated $14.3K.
  • Crowley Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $14.3K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.