Bensler’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Bensler’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	$5.76M	Sell	113,831 -40,677	-26%	-$2.07M	0.59%	54
2025 Q4	$7.86M	Sell	154,508 -8,101	-5%	-$412K	0.79%	44
2025 Q3	$8.29M	Sell	162,609 -8,587	-5%	-$436K	0.86%	41
2025 Q2	$8.7M	Sell	171,196 -25,016	-13%	-$1.26M	0.97%	38
2025 Q1	$9.94M	Sell	196,212 -20,467	-9%	-$1.03M	1.24%	28
2024 Q4	$10.9M	Buy	216,679 +16,542	+8%	+$833K	1.29%	27
2024 Q3	$10.2M	Buy	+200,137	New	+$10.1M	1.28%	27

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

Bensler's USTB Position: Q1 2026 in Review

Bensler reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 26% in Q1 2026, selling an estimated $2.07M and leaving 113,831 shares worth $5.76M. The position accounts for 0.59% of the portfolio, ranked #54.

Bensler first reported a position in USTB in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2024. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Bensler held 113,831 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $5.76M as of Q1 2026.
Bensler sold 40,677 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $2.07M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.59% of Bensler's portfolio in Q1 2026, its #54 holding.
Bensler first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Bensler's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $10.9M in Q4 2024.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Bensler's 13F filing for Q1 2026, filed 4 May 2026.