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 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 $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

Axis Wealth Partners's USTB Position: Q1 2026 in Review

Axis Wealth Partners increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 25% in Q1 2026, buying an estimated $261K and bringing the position to 26,082 shares worth $1.32M. The position accounts for 0.7% of the portfolio, ranked #43.

Axis Wealth Partners first reported a position in USTB in Q4 2024 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Axis Wealth Partners held 26,082 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.32M as of Q1 2026.
Axis Wealth Partners bought 5,139 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $261K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.7% of Axis Wealth Partners's portfolio in Q1 2026, its #43 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 6 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.