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

Lakeridge Wealth Management’s Portfolio USTB Stock Details USTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.64M Buy
71,721
+9,496
+15% +$483K 1.68% 18
2025
Q1 		$3.15M Buy
+62,225
New +$3.15M 1.58% 17