Caldwell Sutter Capital’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Caldwell Sutter Capital’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	$8.4K	Hold	166	–	–	﹤0.01%	636
2026 Q1	$8.4K	Hold	166	–	–	﹤0.01%	580
2025 Q4	$8.44K	Hold	166	–	–	﹤0.01%	573
2025 Q3	$8.46K	Hold	166	–	–	﹤0.01%	574
2025 Q2	$8.44K	Hold	166	–	–	﹤0.01%	559
2025 Q1	$8.41K	Hold	166	–	–	﹤0.01%	561
2024 Q4	$8.33K	Hold	166	–	–	﹤0.01%	572
2024 Q3	$8.43K	Hold	166	–	–	﹤0.01%	575
2024 Q2	$8.27K	Hold	166	–	–	﹤0.01%	572
2024 Q1	$8.27K	Hold	166	–	–	﹤0.01%	563
2023 Q4	$8.23K	Hold	166	–	–	﹤0.01%	564
2023 Q3	$8.12K	Hold	166	–	–	﹤0.01%	552
2023 Q2	$8.11K	Buy	+166	New	+$8.13K	﹤0.01%	544

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

Caldwell Sutter Capital's USTB Position: Q2 2026 in Review

Caldwell Sutter Capital held its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) position steady in Q2 2026 at 166 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Caldwell Sutter Capital first reported a position in USTB in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.46K in Q3 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Caldwell Sutter Capital held 166 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $8.4K as of Q2 2026.
Caldwell Sutter Capital left its Victory Portfolios II VictoryShares Short-Term Bond ETF share count unchanged in Q2 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #636 holding.
Caldwell Sutter Capital first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $8.46K in Q3 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.