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 Q3	$30.5M	Buy	612,191 +33,392	+6%	+$1.68M	13.69%	2
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

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Broadway Wealth Solutions's USTB Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 5.8% in Q3 2026, buying an estimated $1.68M and bringing the position to 612,191 shares worth $30.5M. 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 8 quarters since. 46 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

Broadway Wealth Solutions held 612,191 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $30.5M as of Q3 2026.
Broadway Wealth Solutions bought 33,392 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $1.68M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 13.69% of Broadway Wealth Solutions's portfolio in Q3 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 8 quarters since.
46 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.