Avantax Advisory Services’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$202K	Buy	+3,982	New	+$201K	﹤0.01%	2201
2025 Q1	–	Sell	-4,773	Closed	-$240K	–	2328
2024 Q4	$240K	Buy	4,773 +492	+11%	+$24.8K	﹤0.01%	1939
2024 Q3	$218K	Sell	4,281 -1,361	-24%	-$68.6K	﹤0.01%	1961
2024 Q2	$281K	Buy	+5,642	New	+$280K	﹤0.01%	1737

Other funds holding USTB

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

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

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

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

AWA

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

SFGP

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

MAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWS

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

Avantax Advisory Services's USTB Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2025: 3,982 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2201 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in USTB as recently as Q4 2024.

Avantax Advisory Services first reported a position in USTB in Q2 2024 and has held it in 4 quarters since. The position peaked at $281K in Q2 2024. 121 funds tracked by Wall St. Rank hold USTB as of Q2 2025.

Avantax Advisory Services held 3,982 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $202K as of Q2 2025.
Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Avantax Advisory Services position in Q2 2025.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2201 holding.
Avantax Advisory Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2024 and has held it in 4 quarters since.
Avantax Advisory Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $281K in Q2 2024.
121 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.