IFP Advisors’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

IFP Advisors’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 Q4	–	Sell	-546	Closed	-$26.7K	–	3350
2023 Q3	$26.7K	Hold	546	–	–	﹤0.01%	1803
2023 Q2	$26.7K	Hold	546	–	–	﹤0.01%	1879
2023 Q1	$27.5K	Sell	546 -263	-33%	-$12.9K	﹤0.01%	1874
2022 Q4	$41K	Hold	809	–	–	﹤0.01%	2380
2022 Q3	$42K	Hold	809	–	–	﹤0.01%	2511
2022 Q2	$42K	Hold	809	–	–	﹤0.01%	2294
2022 Q1	$42K	Sell	809 -4,232	-84%	-$214K	﹤0.01%	2294
2021 Q4	$259K	Buy	5,041 +546	+12%	+$28.1K	0.01%	843
2021 Q3	$233K	Buy	+4,495	New	+$233K	﹤0.01%	886

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

IFP Advisors's USTB Position: Q4 2023 in Review

IFP Advisors sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2023, closing a stake of 546 shares — an estimated $26.7K sold.

IFP Advisors first reported a position in USTB in Q3 2021 and held it in 9 quarters. The position peaked at $259K in Q4 2021. 77 funds tracked by Wall St. Rank hold USTB as of Q4 2023.

IFP Advisors reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 546 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2023, an estimated $26.7K.
IFP Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2021 and held it in 9 quarters.
IFP Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $259K in Q4 2021.
77 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.