IGWM
USTB icon

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

ICA Group 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
2023
Q3 		– Sell
-52
Closed -$2.54K – 1177
2023
Q2 		$2.54K Buy
+52
New +$2.55K ﹤0.01% 1104

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's USTB Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2023, closing a stake of 52 shares — an estimated $2.54K sold.

ICA Group Wealth Management first reported a position in USTB in Q2 2023 and held it in 1 quarter. The position peaked at $2.54K in Q2 2023. 79 funds tracked by Wall St. Rank hold USTB as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 52 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2023, an estimated $2.54K.
  • ICA Group Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • ICA Group Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2.54K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.