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Householder Group Estate & Retirement Specialist’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3,944
Closed -$200K – 1184
2024
Q3 		$200K Sell
3,944
-427
-10% -$21.5K 0.06% 245
2024
Q2 		$217K Sell
4,371
-6,859
-61% -$341K 0.06% 238
2024
Q1 		$560K Buy
11,230
+4,480
+66% +$222K 0.17% 125
2023
Q4 		$334K Buy
6,750
+3,451
+105% +$169K 0.11% 171
2023
Q3 		$161K Buy
+3,299
New +$162K 0.06% 241
2023
Q1 		$305K Buy
+6,223
New +$305K 0.12% 163

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
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
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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USTB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2024, closing a stake of 3,944 shares — an estimated $200K sold.

Householder Group Estate & Retirement Specialist first reported a position in USTB in Q1 2023 and held it in 6 quarters. The position peaked at $560K in Q1 2024. 106 funds tracked by Wall St. Rank hold USTB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,944 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2024, an estimated $200K.
  • Householder Group Estate & Retirement Specialist first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $560K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.