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Zimmermann Investment Management & Planning’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-56,920
Closed -$2.89M – 127
2024
Q3 		$2.89M Buy
56,920
+9,367
+20% +$472K 0.89% 30
2024
Q2 		$2.37M Buy
47,553
+19,996
+73% +$993K 0.79% 35
2024
Q1 		$1.37M Buy
27,557
+14,424
+110% +$716K 0.49% 51
2023
Q4 		$651K Buy
+13,133
New +$643K 0.27% 60

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Zimmermann Investment Management & Planning's USTB Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2024, closing a stake of 56,920 shares — an estimated $2.89M sold.

Zimmermann Investment Management & Planning first reported a position in USTB in Q4 2023 and held it in 4 quarters. The position peaked at $2.89M in Q3 2024. 106 funds tracked by Wall St. Rank hold USTB as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 56,920 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2024, an estimated $2.89M.
  • Zimmermann Investment Management & Planning first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2.89M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.