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

EverSource 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
2024 Q4	–	Sell	-117	Closed	-$5.93K	–	3818
2024 Q3	$5.93K	Buy	117 +1	+0.9%	+$50	﹤0.01%	2153
2024 Q2	$5.82K	Buy	116 +2	+2%	+$99	﹤0.01%	2164
2024 Q1	$5.66K	Buy	114 +1	+0.9%	+$50	﹤0.01%	1991
2023 Q4	$5.58K	Buy	113 +2	+2%	+$98	﹤0.01%	1814
2023 Q3	$5.42K	Buy	111 +2	+2%	+$98	﹤0.01%	1674
2023 Q2	$5.35K	Buy	109 +1	+0.9%	+$49	﹤0.01%	1706
2023 Q1	$5.31K	Hold	108	–	–	﹤0.01%	1628
2022 Q4	$5.23K	Buy	108 +2	+2%	+$97	﹤0.01%	1582
2022 Q3	$5K	Hold	106	–	–	﹤0.01%	1402
2022 Q2	$5K	Buy	+106	New	+$5.23K	﹤0.01%	1291

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

MAM

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

EverSource Wealth Advisors's USTB Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2024, closing a stake of 117 shares — an estimated $5.93K sold.

EverSource Wealth Advisors first reported a position in USTB in Q2 2022 and held it in 10 quarters. The position peaked at $5.93K in Q3 2024. 106 funds tracked by Wall St. Rank hold USTB as of Q4 2024.

EverSource Wealth Advisors reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 117 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2024, an estimated $5.93K.
EverSource Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2022 and held it in 10 quarters.
EverSource Wealth Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $5.93K in Q3 2024.
106 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.