Why This Wealth Firm Added Nearly $3 Million to a 4.6% Yield Bond ETF
Key takeaways
- According to a Securities and Exchange Commission (SEC) filing dated May 07, 2026, REDW Wealth bought 57,389 additional shares of the Victory Shares Short-Term Bond ETF (NASDAQ:USTB).
- The buy increased USTB to 2.43% of REDW Wealth’s 13F assets as of March 31, 2026.
- NYSEMKT:VTI: $21.73 million (8.7% of AUM)
Jonathan Ponciano, The Motley Fool Sun, May 10, 2026 at 1:06 AM GMT+7 4 min read REDW Wealth bought 57,389 shares of the Victory Shares Short-Term Bond ETF (NASDAQ:USTB), an estimated $2.92 million trade based on quarterly average pricing, SEC documents filed May 07, 2026, show.
According to a Securities and Exchange Commission (SEC) filing dated May 07, 2026, REDW Wealth bought 57,389 additional shares of the Victory Shares Short-Term Bond ETF (NASDAQ:USTB). The estimated value of the purchase was $2.92 million, based on the average unadjusted closing price for the first quarter of 2026. The fund’s stake in USTB ended the quarter valued at $6.10 million, a net position change of $2.89 million from the prior period.
The buy increased USTB to 2.43% of REDW Wealth’s 13F assets as of March 31, 2026.