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 Q2	$9.25M	Sell	182,660 -84,397	-32%	-$4.27M	0.01%	993
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 $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

Commonwealth Equity Services's USTB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 32% in Q2 2026, selling an estimated $4.27M and leaving 182,660 shares worth $9.25M. The position accounts for 0.01% of the portfolio, ranked #993.

Commonwealth Equity Services first reported a position in USTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2026. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Commonwealth Equity Services held 182,660 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $9.25M as of Q2 2026.
Commonwealth Equity Services sold 84,397 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $4.27M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #993 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 10 quarters since.
Commonwealth Equity Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $13.5M in Q1 2026.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.