Squire Investment Management Company’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Squire Investment Management Company’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 Q1	–	Sell	-12,303	Closed	-$618K	–	69
2024 Q4	$618K	Buy	12,303 +3,814	+45%	+$192K	0.27%	43
2024 Q3	$431K	Buy	+8,489	New	+$428K	0.21%	50

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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

Squire Investment Management Company's USTB Position: Q1 2025 in Review

Squire Investment Management Company sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q1 2025, closing a stake of 12,303 shares — an estimated $618K sold.

Squire Investment Management Company first reported a position in USTB in Q3 2024 and held it in 2 quarters. The position peaked at $618K in Q4 2024. 112 funds tracked by Wall St. Rank hold USTB as of Q1 2025.

Squire Investment Management Company reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Squire Investment Management Company sold 12,303 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2025, an estimated $618K.
Squire Investment Management Company first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and held it in 2 quarters.
Squire Investment Management Company's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $618K in Q4 2024.
112 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2025.

Based on Squire Investment Management Company's 13F filing for Q1 2025, filed 8 May 2025.