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

Masso Torrence 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
2025
Q3 		$7.12M Buy
139,571
+8,165
+6% +$415K 2.96% 9
2025
Q2 		$6.68M Buy
131,406
+9,890
+8% +$500K 3.09% 10
2025
Q1 		$6.15M Buy
121,516
+16,759
+16% +$845K 3.29% 8
2024
Q4 		$5.26M Buy
104,757
+15,021
+17% +$757K 2.76% 12
2024
Q3 		$4.56M Buy
89,736
+5,806
+7% +$293K 2.46% 14
2024
Q2 		$4.18M Buy
83,930
+4,567
+6% +$227K 2.32% 15
2024
Q1 		$3.95M Buy
79,363
+6,709
+9% +$333K 2.35% 13
2023
Q4 		$3.6M Buy
72,654
+8,949
+14% +$438K 2.46% 12
2023
Q3 		$3.12M Buy
63,705
+1,149
+2% +$56.3K 2.4% 13
2023
Q2 		$3.06M Buy
62,556
+3,029
+5% +$148K 2.21% 14
2023
Q1 		$2.92M Sell
59,527
-10,236
-15% -$501K 2.31% 13
2022
Q4 		$3.39M Buy
69,763
+13,559
+24% +$657K 2.7% 9
2022
Q3 		$2.72M Buy
56,204
+2,121
+4% +$104K 2.4% 14
2022
Q2 		$2.65M Sell
54,083
-1,886
-3% -$93.1K 2.33% 17
2022
Q1 		$2.79M Buy
55,969
+6,597
+13% +$334K 2.23% 15
2021
Q4 		$2.53M Buy
+49,372
New +$2.55M 1.77% 16

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Masso Torrence Wealth Management's USTB Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 6.2% in Q3 2025, buying an estimated $415K and bringing the position to 139,571 shares worth $7.12M. The position accounts for 2.96% of the portfolio, ranked #9.

Masso Torrence Wealth Management first reported a position in USTB in Q4 2021 and has held it in 16 quarters since. 129 funds tracked by Wall St. Rank hold USTB as of Q3 2025.

  • Masso Torrence Wealth Management held 139,571 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $7.12M as of Q3 2025.
  • Masso Torrence Wealth Management bought 8,165 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2025, an estimated $415K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 2.96% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #9 holding.
  • Masso Torrence Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 129 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.