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Claro Advisors’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Claro Advisors’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 		$828K Sell
16,373
-3,191
-16% -$162K 0.1% 171
2025
Q4 		$995K Buy
19,564
+1,510
+8% +$76.9K 0.14% 135
2025
Q3 		$921K Buy
18,054
+800
+5% +$40.7K 0.13% 136
2025
Q2 		$877K Buy
17,254
+3,446
+25% +$174K 0.14% 134
2025
Q1 		$699K Buy
+13,808
New +$696K 0.09% 199

Other funds holding USTB

Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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 $1.36B AUM 18.99% 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

Claro Advisors's USTB Position: Q1 2026 in Review

Claro Advisors reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 16% in Q1 2026, selling an estimated $162K and leaving 16,373 shares worth $828K. The position accounts for 0.1% of the portfolio, ranked #171.

Claro Advisors first reported a position in USTB in Q1 2025 and has held it in 5 quarters since. The position peaked at $995K in Q4 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Claro Advisors held 16,373 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $828K as of Q1 2026.
  • Claro Advisors sold 3,191 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $162K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.1% of Claro Advisors's portfolio in Q1 2026, its #171 holding.
  • Claro Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Claro Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $995K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.