Allen Capital Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Allen Capital Group’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	$4.08M	Buy	+80,692	New	+$4.1M	0.37%	58
2023 Q3	–	Sell	-99,108	Closed	-$4.84M	–	181
2023 Q2	$4.84M	Buy	99,108 +5,778	+6%	+$283K	0.83%	27
2023 Q1	$4.58M	Buy	+93,330	New	+$4.57M	0.83%	25

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

Allen Capital Group's USTB Position: Q1 2026 in Review

Allen Capital Group opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q1 2026: 80,692 shares worth $4.08M. The stake represents 0.37% of the portfolio and ranks #58 among its holdings. This is a return to the name: Allen Capital Group previously reported a position in USTB as recently as Q2 2023.

Allen Capital Group first reported a position in USTB in Q1 2023 and has held it in 3 quarters since. The position peaked at $4.84M in Q2 2023. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Allen Capital Group held 80,692 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $4.08M as of Q1 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Allen Capital Group position in Q1 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.37% of Allen Capital Group's portfolio in Q1 2026, its #58 holding.
Allen Capital Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and has held it in 3 quarters since.
Allen Capital Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $4.84M in Q2 2023.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.