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

Axis Wealth Partners’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	$1.29M	Sell	25,568 -514	-2%	-$26K	0.62%	53
2026 Q1	$1.32M	Buy	26,082 +5,139	+25%	+$261K	0.7%	43
2025 Q4	$1.06M	Buy	20,943 +15,714	+301%	+$800K	0.59%	51
2025 Q3	$267K	Buy	5,229 +303	+6%	+$15.4K	0.16%	137
2025 Q2	$250K	Buy	4,926 +31	+0.6%	+$1.57K	0.16%	128
2025 Q1	$248K	Buy	4,895 +810	+20%	+$40.8K	0.18%	128
2024 Q4	$205K	Buy	+4,085	New	+$206K	0.17%	129

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

Axis Wealth Partners's USTB Position: Q2 2026 in Review

Axis Wealth Partners reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 2% in Q2 2026, selling an estimated $26K and leaving 25,568 shares worth $1.29M. The position accounts for 0.62% of the portfolio, ranked #53.

Axis Wealth Partners first reported a position in USTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2026. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Axis Wealth Partners held 25,568 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.29M as of Q2 2026.
Axis Wealth Partners sold 514 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $26K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.62% of Axis Wealth Partners's portfolio in Q2 2026, its #53 holding.
Axis Wealth Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.32M in Q1 2026.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.