Comprehensive Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Comprehensive Wealth Management’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	$1.14M	Buy	22,551 +2,700	+14%	+$137K	0.58%	30
2025 Q4	$1.01M	Buy	19,851 +3,833	+24%	+$195K	0.6%	34
2025 Q3	$817K	Buy	16,018 +7,145	+81%	+$363K	0.58%	32
2025 Q2	$451K	Sell	8,873 -9,919	-53%	-$501K	0.36%	36
2025 Q1	$952K	Buy	18,792 +5,334	+40%	+$269K	0.66%	22
2024 Q4	$676K	Buy	13,458 +1,575	+13%	+$79.3K	0.51%	23
2024 Q3	$604K	Buy	11,883 +762	+7%	+$38.4K	0.39%	23
2024 Q2	$554K	Buy	+11,121	New	+$552K	0.4%	21

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

Comprehensive Wealth Management's USTB Position: Q1 2026 in Review

Comprehensive Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 14% in Q1 2026, buying an estimated $137K and bringing the position to 22,551 shares worth $1.14M. The position accounts for 0.58% of the portfolio, ranked #30.

Comprehensive Wealth Management first reported a position in USTB in Q2 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Comprehensive Wealth Management held 22,551 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.14M as of Q1 2026.
Comprehensive Wealth Management bought 2,700 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $137K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.58% of Comprehensive Wealth Management's portfolio in Q1 2026, its #30 holding.
Comprehensive Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.