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

Broadway Wealth Solutions’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 		$29.3M Buy
578,799
+18,848
+3% +$954K 13.69% 2
2026
Q1 		$28.3M Buy
559,951
+39,933
+8% +$2.03M 14.65% 2
2025
Q4 		$26.4M Buy
520,018
+42,427
+9% +$2.16M 14.12% 2
2025
Q3 		$24.4M Buy
477,591
+33,521
+8% +$1.7M 13.66% 3
2025
Q2 		$22.6M Buy
444,070
+24,749
+6% +$1.25M 14.05% 2
2025
Q1 		$21.2M Buy
419,321
+34,741
+9% +$1.75M 15.5% 2
2024
Q4 		$19.3M Buy
+384,580
New +$19.4M 14.64% 2

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $212M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Broadway Wealth Solutions's USTB Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.4% in Q2 2026, buying an estimated $954K and bringing the position to 578,799 shares worth $29.3M. The position accounts for 13.69% of the portfolio, ranked #2.

Broadway Wealth Solutions first reported a position in USTB in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Broadway Wealth Solutions held 578,799 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $29.3M as of Q2 2026.
  • Broadway Wealth Solutions bought 18,848 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $954K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 13.69% of Broadway Wealth Solutions's portfolio in Q2 2026, its #2 holding.
  • Broadway Wealth Solutions first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 35 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.