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 Q2	$8.09M	Buy	159,757 +6,348	+4%	+$321K	2.37%	14
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 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

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

Avaii Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 4.1% in Q2 2026, buying an estimated $321K and bringing the position to 159,757 shares worth $8.09M. The position accounts for 2.37% of the portfolio, ranked #14.

Avaii Wealth Management first reported a position in USTB in Q1 2025 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Avaii Wealth Management held 159,757 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $8.09M as of Q2 2026.
Avaii Wealth Management bought 6,348 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $321K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 2.37% of Avaii Wealth Management's portfolio in Q2 2026, its #14 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 6 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.