USTB β€” VICTORYSHARES SHORT-TERM BOND ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  10 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VICTORYSHARES SHORT-TERM BOND ETF (USTB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.68% in 2023 Q4. The latest visible filing shows USTB at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in VICTORYSHARES SHORT-TERM BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USTB was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held USTB β€” position size vs. price
% of Fund (quarterly)    USTB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 185,906 +1,061 +0.6% 0.57% $9.4M 2026-04-13 $50.54
2025 Q4 ADDED 184,845 +9,563 +5.5% 0.59% $9.4M 2026-02-06 $50.48
2025 Q3 ADDED 175,282 +10,626 +6.5% 0.60% $8.9M 2025-11-14 (Est.) $49.85
2025 Q2 ADDED 164,656 +75,233 +84.1% 0.60% $8.4M 2025-08-04 $49.20
2025 Q1 ADDED 89,423 +988 +1.1% 0.36% $4.5M 2025-04-23 $48.13
2024 Q4 ADDED 88,435 +1,065 +1.2% 0.36% $4.4M 2025-02-10 $47.68
2024 Q3 REDUCED 87,370 -56,230 -39.2% 0.37% $4.4M 2024-10-28 $47.03
2024 Q2 ADDED 143,600 +6,752 +4.9% 0.64% $7.2M 2024-08-06 $46.50
2024 Q1 ADDED 136,848 +2,557 +1.9% 0.64% $6.8M 2024-05-01 $45.10
2023 Q4 INITIATED 134,291 β€” β€” 0.68% $6.7M 2024-01-10 $44.41

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and USTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning USTB?

CREATIVE FINANCIAL DESIGNS INC /ADV reported USTB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported USTB position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for USTB was 0.68% in 2023 Q4.

What is the latest reported USTB position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 185,906 shares, equal to 0.57% of portfolio, with an estimated market value of $9.4M.

What does the chart on this USTB ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly USTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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