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

SageView Advisory Group’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 Q4	–	Sell	-4,185	Closed	-$213K	–	610
2024 Q3	$213K	Buy	+4,185	New	+$211K	0.01%	483
2024 Q2	–	Sell	-6,115	Closed	-$304K	–	533
2024 Q1	$2.56M	Buy	+6,115	New	+$304K	0.13%	96
2023 Q4	–	Sell	-4,227	Closed	-$207K	–	607
2023 Q3	$207K	Sell	4,227 -89	-2%	-$4.36K	0.01%	499
2023 Q2	$211K	Sell	4,316 -1,780	-29%	-$87.2K	0.01%	524
2023 Q1	$299K	Sell	6,096 -1,584	-21%	-$77.6K	0.02%	387
2022 Q4	$374K	Buy	+7,680	New	+$372K	0.03%	288

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

SageView Advisory Group's USTB Position: Q4 2024 in Review

SageView Advisory Group sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2024, closing a stake of 4,185 shares — an estimated $213K sold.

SageView Advisory Group first reported a position in USTB in Q4 2022 and held it in 6 quarters. The position peaked at $2.56M in Q1 2024. 106 funds tracked by Wall St. Rank hold USTB as of Q4 2024.

SageView Advisory Group reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
SageView Advisory Group sold 4,185 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2024, an estimated $213K.
SageView Advisory Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2.56M in Q1 2024.
106 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2024.

Based on SageView Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.