FFO
USTB icon

Fortitude Family Office’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-1,800
Closed -$90.4K – 1279
2024
Q4 		$90.4K Hold
1,800
– – 0.03% 184
2024
Q3 		$91.5K Buy
+1,800
New +$90.7K 0.04% 167

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Fortitude Family Office's USTB Position: Q1 2025 in Review

Fortitude Family Office sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q1 2025, closing a stake of 1,800 shares — an estimated $90.4K sold.

Fortitude Family Office first reported a position in USTB in Q3 2024 and held it in 2 quarters. The position peaked at $91.5K in Q3 2024. 112 funds tracked by Wall St. Rank hold USTB as of Q1 2025.

  • Fortitude Family Office reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,800 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2025, an estimated $90.4K.
  • Fortitude Family Office first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $91.5K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.