Westbourne Investments’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Westbourne Investments’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	-11,023	Closed	-$560K	–	164
2025 Q2	$560K	Hold	11,023	–	–	0.3%	71
2025 Q1	$558K	Hold	11,023	–	–	0.34%	67
2024 Q4	$553K	Buy	+11,023	New	+$555K	0.33%	66

Other funds holding USTB

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 New York $1.66T AUM 25.57% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Westbourne Investments's USTB Position: Q3 2025 in Review

Westbourne Investments sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2025, closing a stake of 11,023 shares — an estimated $560K sold.

Westbourne Investments first reported a position in USTB in Q4 2024 and held it in 3 quarters. The position peaked at $560K in Q2 2025. 129 funds tracked by Wall St. Rank hold USTB as of Q3 2025.

Westbourne Investments reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Westbourne Investments sold 11,023 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2025, an estimated $560K.
Westbourne Investments first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and held it in 3 quarters.
Westbourne Investments's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $560K in Q2 2025.
129 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.