Betterment LLC
USTB icon

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

Betterment LLC’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 		$661K Buy
13,065
+4,645
+55% +$236K ﹤0.01% 384
2025
Q4 		$428K Buy
8,420
+99
+1% +$5.04K ﹤0.01% 438
2025
Q3 		$424K Buy
8,321
+2,037
+32% +$104K ﹤0.01% 412
2025
Q2 		$319K Sell
6,284
-114
-2% -$5.76K ﹤0.01% 423
2025
Q1 		$324K Sell
6,398
-683
-10% -$34.4K ﹤0.01% 395
2024
Q4 		$355K Sell
7,081
-3
-0% -$151 ﹤0.01% 362
2024
Q3 		$360K Buy
+7,084
New +$357K ﹤0.01% 345

Other funds holding USTB

Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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

Betterment LLC's USTB Position: Q1 2026 in Review

Betterment LLC increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 55% in Q1 2026, buying an estimated $236K and bringing the position to 13,065 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Betterment LLC first reported a position in USTB in Q3 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Betterment LLC held 13,065 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $661K as of Q1 2026.
  • Betterment LLC bought 4,645 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $236K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #384 holding.
  • Betterment LLC first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.