Commonwealth Equity Services’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Commonwealth Equity Services’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	$13.5M	Buy	267,057 +10,390	+4%	+$529K	0.02%	732
2025 Q4	$13M	Buy	256,667 +31,785	+14%	+$1.62M	0.02%	766
2025 Q3	$11.5M	Buy	224,882 +25,602	+13%	+$1.3M	0.01%	848
2025 Q2	$10.1M	Buy	199,280 +23,101	+13%	+$1.17M	0.01%	896
2025 Q1	$8.92M	Buy	176,179 +24,154	+16%	+$1.22M	0.01%	926
2024 Q4	$7.63M	Buy	152,025 +13,382	+10%	+$674K	0.01%	970
2024 Q3	$7.04M	Buy	138,643 +19,914	+17%	+$1M	0.01%	1014
2024 Q2	$5.91M	Buy	118,729 +34,113	+40%	+$1.69M	0.01%	1092
2024 Q1	$4.22M	Buy	+84,616	New	+$4.2M	0.01%	1284

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 $1.36B 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

Commonwealth Equity Services's USTB Position: Q1 2026 in Review

Commonwealth Equity Services increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 4% in Q1 2026, buying an estimated $529K and bringing the position to 267,057 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #732.

Commonwealth Equity Services first reported a position in USTB in Q1 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Commonwealth Equity Services held 267,057 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $13.5M as of Q1 2026.
Commonwealth Equity Services bought 10,390 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $529K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #732 holding.
Commonwealth Equity Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.