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

Greenup Street 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	-7,590	Closed	-$387K	–	152
2025 Q3	$387K	Buy	7,590 +2,314	+44%	+$118K	0.06%	108
2025 Q2	$268K	Sell	5,276 -379	-7%	-$19.1K	0.05%	91
2025 Q1	$286K	Sell	5,655 -411	-7%	-$20.7K	0.06%	86
2024 Q4	$305K	Buy	+6,066	New	+$306K	0.06%	81

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $4.34B AUM 17.55% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Greenup Street Wealth Management's USTB Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2025, closing a stake of 7,590 shares — an estimated $387K sold.

Greenup Street Wealth Management first reported a position in USTB in Q4 2024 and held it in 4 quarters. The position peaked at $387K in Q3 2025. 134 funds tracked by Wall St. Rank hold USTB as of Q4 2025.

Greenup Street Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 7,590 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2025, an estimated $387K.
Greenup Street Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and held it in 4 quarters.
Greenup Street Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $387K in Q3 2025.
134 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.