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Gradient Investments’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-69
Closed -$3.38K – 1884
2023
Q1 		$3.38K Buy
+69
New +$3.38K ﹤0.01% 1028

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Gradient Investments's USTB Position: Q2 2023 in Review

Gradient Investments sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2023, closing a stake of 69 shares — an estimated $3.38K sold.

Gradient Investments first reported a position in USTB in Q1 2023 and held it in 1 quarter. The position peaked at $3.38K in Q1 2023. 66 funds tracked by Wall St. Rank hold USTB as of Q2 2023.

  • Gradient Investments reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 69 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2023, an estimated $3.38K.
  • Gradient Investments first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and held it in 1 quarter.
  • Gradient Investments's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $3.38K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.