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

WT 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
2024
Q3 		– Sell
-4,410
Closed -$220K – 140
2024
Q2 		$220K Buy
4,410
+136
+3% +$6.75K 0.07% 109
2024
Q1 		$213K Sell
4,274
-23
-0.5% -$1.14K 0.08% 104
2023
Q4 		$213K Buy
+4,297
New +$210K 0.08% 99

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

WT Wealth Management's USTB Position: Q3 2024 in Review

WT Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2024, closing a stake of 4,410 shares — an estimated $220K sold.

WT Wealth Management first reported a position in USTB in Q4 2023 and held it in 3 quarters. The position peaked at $220K in Q2 2024. 92 funds tracked by Wall St. Rank hold USTB as of Q3 2024.

  • WT Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • WT Wealth Management sold 4,410 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2024, an estimated $220K.
  • WT Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2023 and held it in 3 quarters.
  • WT Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $220K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2024.

Based on WT Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.