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

Avaii 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
Q1 		$7.76M Buy
153,409
+4,608
+3% +$234K 2.71% 13
2025
Q4 		$7.57M Buy
148,801
+5,106
+4% +$260K 2.74% 15
2025
Q3 		$7.33M Buy
143,695
+8,383
+6% +$426K 2.79% 13
2025
Q2 		$6.88M Buy
135,312
+6,073
+5% +$307K 3.06% 13
2025
Q1 		$6.55M Buy
+129,239
New +$6.52M 3.5% 8

Other funds holding USTB

Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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

Avaii Wealth Management's USTB Position: Q1 2026 in Review

Avaii Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.1% in Q1 2026, buying an estimated $234K and bringing the position to 153,409 shares worth $7.76M. The position accounts for 2.71% of the portfolio, ranked #13.

Avaii Wealth Management first reported a position in USTB in Q1 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Avaii Wealth Management held 153,409 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $7.76M as of Q1 2026.
  • Avaii Wealth Management bought 4,608 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $234K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 2.71% of Avaii Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Avaii Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.