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QTR Family Wealth’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

QTR Family Wealth’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 		– Sell
-4,446
Closed -$226K – 263
2025
Q2 		$226K Sell
4,446
-27
-0.6% -$1.36K 0.14% 157
2025
Q1 		$227K Buy
+4,473
New +$226K 0.17% 144

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

QTR Family Wealth's USTB Position: Q3 2025 in Review

QTR Family Wealth sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2025, closing a stake of 4,446 shares — an estimated $226K sold.

QTR Family Wealth first reported a position in USTB in Q1 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 129 funds tracked by Wall St. Rank hold USTB as of Q3 2025.

  • QTR Family Wealth reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • QTR Family Wealth sold 4,446 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2025, an estimated $226K.
  • QTR Family Wealth first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and held it in 2 quarters.
  • QTR Family Wealth's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $227K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2025.

Based on QTR Family Wealth's 13F filing for Q3 2025, filed 29 Oct 2025.