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

Adapt Wealth Advisors’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
2026 Q1	$9.59M	Buy	189,516 +8,215	+5%	+$418K	3.47%	10
2025 Q4	$9.22M	Buy	181,301 +9,163	+5%	+$466K	3.17%	11
2025 Q3	$8.78M	Buy	172,138 +3,195	+2%	+$162K	3.24%	11
2025 Q2	$8.59M	Buy	168,943 +9,978	+6%	+$504K	3.84%	12
2025 Q1	$8.05M	Buy	158,965 +13,643	+9%	+$688K	3.93%	11
2024 Q4	$7.3M	Buy	145,322 +127,204	+702%	+$6.41M	3.59%	8
2024 Q3	$921K	Buy	+18,118	New	+$913K	0.49%	33

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Adapt Wealth Advisors's USTB Position: Q1 2026 in Review

Adapt Wealth Advisors increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 4.5% in Q1 2026, buying an estimated $418K and bringing the position to 189,516 shares worth $9.59M. The position accounts for 3.47% of the portfolio, ranked #10.

Adapt Wealth Advisors first reported a position in USTB in Q3 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Adapt Wealth Advisors held 189,516 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $9.59M as of Q1 2026.
Adapt Wealth Advisors bought 8,215 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $418K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 3.47% of Adapt Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Adapt Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.