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Lloyd Advisory Services’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-3,668
Closed -$183K – 533
2022
Q1 		$183K Buy
3,668
+393
+12% +$19.9K 0.09% 98
2021
Q4 		$168K Buy
+3,275
New +$169K 0.08% 105

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lloyd Advisory Services's USTB Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2022, closing a stake of 3,668 shares — an estimated $183K sold.

Lloyd Advisory Services first reported a position in USTB in Q4 2021 and held it in 2 quarters. The position peaked at $183K in Q1 2022. 53 funds tracked by Wall St. Rank hold USTB as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,668 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2022, an estimated $183K.
  • Lloyd Advisory Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Lloyd Advisory Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $183K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.