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

BlueStem 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	–	Sell	-221,223	Closed	-$11.2M	–	140
2026 Q1	$11.2M	Buy	221,223 +11,715	+6%	+$596K	1.24%	27
2025 Q4	$10.7M	Buy	+209,508	New	+$10.7M	1.18%	23

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

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

BlueStem Wealth Partners sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026, closing a stake of 221,223 shares — an estimated $11.2M sold.

BlueStem Wealth Partners first reported a position in USTB in Q4 2025 and held it in 2 quarters. The position peaked at $11.2M in Q1 2026. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

BlueStem Wealth Partners reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
BlueStem Wealth Partners sold 221,223 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $11.2M.
BlueStem Wealth Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
BlueStem Wealth Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $11.2M 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 BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.