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

World Equity 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
2023 Q3	–	Sell	-11,689	Closed	-$571K	–	381
2023 Q2	$571K	Sell	11,689 -2,820	-19%	-$138K	0.17%	159
2023 Q1	$703K	Sell	14,509 -13,551	-48%	-$664K	0.11%	213
2022 Q4	$1.36M	Sell	28,060 -853	-3%	-$41.4K	0.32%	83
2022 Q3	$1.4M	Sell	28,913 -260	-0.9%	-$12.7K	0.35%	73
2022 Q2	$1.43M	Sell	29,173 -303	-1%	-$15K	0.36%	75
2022 Q1	$1.47M	Buy	+29,476	New	+$1.49M	0.32%	86

Other funds holding USTB

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

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

World Equity Group's USTB Position: Q3 2023 in Review

World Equity Group sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2023, closing a stake of 11,689 shares — an estimated $571K sold.

World Equity Group first reported a position in USTB in Q1 2022 and held it in 6 quarters. The position peaked at $1.47M in Q1 2022. 79 funds tracked by Wall St. Rank hold USTB as of Q3 2023.

World Equity Group reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
World Equity Group sold 11,689 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2023, an estimated $571K.
World Equity Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2022 and held it in 6 quarters.
World Equity Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.47M in Q1 2022.
79 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.