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Impact Partnership Wealth’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Impact Partnership Wealth’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
-63
Closed -$3.08K – 1213
2023
Q2 		$3.08K Buy
+63
New +$3.09K ﹤0.01% 570

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

Impact Partnership Wealth's USTB Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2023, closing a stake of 63 shares — an estimated $3.08K sold.

Impact Partnership Wealth first reported a position in USTB in Q2 2023 and held it in 1 quarter. The position peaked at $3.08K in Q2 2023. 79 funds tracked by Wall St. Rank hold USTB as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 63 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2023, an estimated $3.08K.
  • Impact Partnership Wealth first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $3.08K 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 Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.