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

Windsor Wealth Management’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
Q3 		$877K Buy
17,931
+7,218
+67% +$353K 0.16% 66
2023
Q2 		$524K Buy
10,713
+4,734
+79% +$232K 0.09% 99
2023
Q1 		$294K Buy
+5,979
New +$293K 0.06% 129

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
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
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Wealth Management's USTB Position: Q3 2023 in Review

Windsor Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 67% in Q3 2023, buying an estimated $353K and bringing the position to 17,931 shares worth $877K. The position accounts for 0.16% of the portfolio, ranked #66.

Windsor Wealth Management first reported a position in USTB in Q1 2023 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold USTB as of Q3 2023.

  • Windsor Wealth Management held 17,931 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $877K as of Q3 2023.
  • Windsor Wealth Management bought 7,218 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2023, an estimated $353K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.16% of Windsor Wealth Management's portfolio in Q3 2023, its #66 holding.
  • Windsor Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.