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 Q2	$786K	Sell	15,525 -848	-5%	-$42.9K	0.08%	200
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 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

Claro Advisors's USTB Position: Q2 2026 in Review

Claro Advisors reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 5.2% in Q2 2026, selling an estimated $42.9K and leaving 15,525 shares worth $786K. The position accounts for 0.08% of the portfolio, ranked #200.

Claro Advisors first reported a position in USTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $995K in Q4 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Claro Advisors held 15,525 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $786K as of Q2 2026.
Claro Advisors sold 848 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $42.9K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.08% of Claro Advisors's portfolio in Q2 2026, its #200 holding.
Claro Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Claro Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $995K in Q4 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.