Northeast Planning Associates NH’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4M Sell
243,755
-6,644
-3% -$338K 11.41% 2
2025
Q1
$12.7M Buy
250,399
+8,360
+3% +$423K 10.53% 3
2024
Q4
$12.2M Buy
+242,039
New +$12.2M 12.58% 2