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

Oxinas Partners 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
2024 Q1	–	Sell	-4,157	Closed	-$206K	–	131
2023 Q4	$206K	Buy	4,157 +61	+1%	+$2.99K	0.15%	110
2023 Q3	$200K	Buy	+4,096	New	+$201K	0.15%	113
2022 Q3	–	Sell	-7,932	Closed	-$388K	–	100
2022 Q2	$388K	Buy	7,932 +912	+13%	+$45K	0.29%	64
2022 Q1	$350K	Buy	+7,020	New	+$355K	0.22%	76

Other funds holding USTB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Oxinas Partners Wealth Management's USTB Position: Q1 2024 in Review

Oxinas Partners Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q1 2024, closing a stake of 4,157 shares — an estimated $206K sold.

Oxinas Partners Wealth Management first reported a position in USTB in Q1 2022 and held it in 4 quarters. The position peaked at $388K in Q2 2022. 84 funds tracked by Wall St. Rank hold USTB as of Q1 2024.

Oxinas Partners Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 4,157 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2024, an estimated $206K.
Oxinas Partners Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2022 and held it in 4 quarters.
Oxinas Partners Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $388K in Q2 2022.
84 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.