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

Congress 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
2025 Q2	$531K	Sell	10,454 -228	-2%	-$11.5K	0.01%	905
2025 Q1	$541K	Buy	+10,682	New	+$539K	0.01%	796

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Congress Wealth Management's USTB Position: Q2 2025 in Review

Congress Wealth Management reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 2.1% in Q2 2025, selling an estimated $11.5K and leaving 10,454 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #905.

Congress Wealth Management first reported a position in USTB in Q1 2025 and has held it in 2 quarters since. The position peaked at $541K in Q1 2025. 121 funds tracked by Wall St. Rank hold USTB as of Q2 2025.

Congress Wealth Management held 10,454 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $531K as of Q2 2025.
Congress Wealth Management sold 228 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2025, an estimated $11.5K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #905 holding.
Congress Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and has held it in 2 quarters since.
Congress Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $541K in Q1 2025.
121 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.