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

Capital Analysts 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 Q1	$26.1M	Sell	516,536 -46,095	-8%	-$2.34M	0.69%	27
2025 Q4	$28.6M	Sell	562,631 -293	-0.1%	-$14.9K	0.79%	24
2025 Q3	$28.7M	Buy	562,924 +561,796	+49,805%	+$28.5M	0.84%	22
2025 Q2	$57K	Hold	1,128	–	–	﹤0.01%	785
2025 Q1	$57K	Buy	1,128 +37	+3%	+$1.87K	﹤0.01%	760
2024 Q4	$55K	Hold	1,091	–	–	﹤0.01%	729
2024 Q3	$55K	Buy	1,091 +949	+668%	+$47.8K	﹤0.01%	701
2024 Q2	$7K	Buy	142 +2	+1%	+$99	﹤0.01%	1014
2024 Q1	$7K	Buy	+140	New	+$6.95K	﹤0.01%	966

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Capital Analysts LLC's USTB Position: Q1 2026 in Review

Capital Analysts LLC reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 8.2% in Q1 2026, selling an estimated $2.34M and leaving 516,536 shares worth $26.1M. The position accounts for 0.69% of the portfolio, ranked #27.

Capital Analysts LLC first reported a position in USTB in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.7M in Q3 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Capital Analysts LLC held 516,536 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $26.1M as of Q1 2026.
Capital Analysts LLC sold 46,095 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $2.34M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.69% of Capital Analysts LLC's portfolio in Q1 2026, its #27 holding.
Capital Analysts LLC first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Capital Analysts LLC's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $28.7M in Q3 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.