Carson Wealth (CWM LLC)’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Carson Wealth (CWM 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	$125K	Hold	2,466	–	–	﹤0.01%	3084
2025 Q4	$125K	Sell	2,466 -216	-8%	-$11K	﹤0.01%	2903
2025 Q3	$137K	Sell	2,682 -833	-24%	-$42.3K	﹤0.01%	2737
2025 Q2	$179K	Sell	3,515 -751	-18%	-$37.9K	﹤0.01%	2274
2025 Q1	$216K	Sell	4,266 -78	-2%	-$3.93K	﹤0.01%	1875
2024 Q4	$218K	Hold	4,344	–	–	﹤0.01%	1774
2024 Q3	$221K	Hold	4,344	–	–	﹤0.01%	1708
2024 Q2	$216K	Sell	4,344 -5,869	-57%	-$291K	﹤0.01%	1548
2024 Q1	$509K	Buy	10,213 +10,053	+6,283%	+$499K	﹤0.01%	1133
2023 Q4	$8K	Buy	+160	New	+$7.84K	﹤0.01%	3316

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

SFGP

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

BWS

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

Carson Wealth (CWM LLC)'s USTB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) position steady in Q1 2026 at 2,466 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #3084.

Carson Wealth (CWM LLC) first reported a position in USTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $509K in Q1 2024. 142 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Carson Wealth (CWM LLC) held 2,466 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $125K as of Q1 2026.
Carson Wealth (CWM LLC) left its Victory Portfolios II VictoryShares Short-Term Bond ETF share count unchanged in Q1 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3084 holding.
Carson Wealth (CWM LLC) first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $509K in Q1 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.