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 Q2	$955K	Buy	18,868 +5,803	+44%	+$294K	﹤0.01%	357
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 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

Betterment LLC's USTB Position: Q2 2026 in Review

Betterment LLC increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 44% in Q2 2026, buying an estimated $294K and bringing the position to 18,868 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Betterment LLC first reported a position in USTB in Q3 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Betterment LLC held 18,868 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $955K as of Q2 2026.
Betterment LLC bought 5,803 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $294K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #357 holding.
Betterment LLC first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.