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Transamerica Financial Advisors’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Transamerica Financial Advisors’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
2023
Q4 		– Sell
-77
Closed -$4K – 655
2023
Q3 		$4K Buy
+77
New +$3.77K ﹤0.01% 366

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Transamerica Financial Advisors's USTB Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2023, closing a stake of 77 shares — an estimated $4K sold.

Transamerica Financial Advisors first reported a position in USTB in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 77 funds tracked by Wall St. Rank hold USTB as of Q4 2023.

  • Transamerica Financial Advisors reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 77 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2023, an estimated $4K.
  • Transamerica Financial Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Transamerica Financial Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $4K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.