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

AE 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
2026 Q2	$19.8K	Buy	391 +244	+166%	+$12.3K	﹤0.01%	2255
2026 Q1	$7.45K	Sell	147 -35	-19%	-$1.78K	﹤0.01%	2312
2025 Q4	$9.26K	Buy	+182	New	+$9.26K	﹤0.01%	2147
2023 Q4	–	Sell	-141,707	Closed	-$6.93M	–	2190
2023 Q3	$6.93M	Sell	141,707 -43,309	-23%	-$2.12M	0.04%	459
2023 Q2	$9.04M	Sell	185,016 -10,610	-5%	-$520K	0.05%	387
2023 Q1	$9.6M	Sell	195,626 -1,630	-0.8%	-$79.8K	0.06%	352
2022 Q4	$9.59M	Sell	197,256 -10,438	-5%	-$506K	0.07%	330
2022 Q3	$10.1M	Sell	207,694 -6,202	-3%	-$304K	0.08%	264
2022 Q2	$10.5M	Sell	213,896 -1,565	-0.7%	-$77.3K	0.08%	262
2022 Q1	$10.7M	Buy	215,461 +270	+0.1%	+$13.7K	0.07%	269
2021 Q4	$11M	Buy	+215,191	New	+$11.1M	0.08%	245

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFG

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

GIL

Go Invest LLC West Jordan, Utah $426M AUM

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFGP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

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

AE Wealth Management's USTB Position: Q2 2026 in Review

AE Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 166% in Q2 2026, buying an estimated $12.3K and bringing the position to 391 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

AE Wealth Management first reported a position in USTB in Q4 2021 and has held it in 11 quarters since. The position peaked at $11M in Q4 2021. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

AE Wealth Management held 391 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $19.8K as of Q2 2026.
AE Wealth Management bought 244 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $12.3K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2255 holding.
AE Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and has held it in 11 quarters since.
AE Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $11M in Q4 2021.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.