Cornerstone Planning Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Cornerstone Planning Group’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	$14.8M	Buy	292,838 +46,742	+19%	+$2.38M	1.98%	15
2025 Q4	$12.5M	Buy	246,096 +245,676	+58,494%	+$12.5M	1.95%	15
2025 Q3	$25.4K	Sell	420 -245,575	-100%	-$12.5M	﹤0.01%	506
2025 Q2	$12.5M	Buy	245,995 +9,897	+4%	+$500K	2.56%	13
2025 Q1	$11.9M	Sell	236,098 -3,655	-2%	-$184K	2.85%	11
2024 Q4	$12.1M	Sell	239,753 -30,812	-11%	-$1.55M	2.97%	10
2024 Q3	$13.6M	Buy	270,565 +19,376	+8%	+$977K	3.61%	9
2024 Q2	$12.7M	Buy	251,189 +16,243	+7%	+$807K	3.64%	8
2024 Q1	$11.7M	Buy	234,946 +7,203	+3%	+$358K	3.63%	8
2023 Q4	$11.3M	Buy	+227,743	New	+$11.2M	3.73%	7
2022 Q4	$2.04M	Buy	+41,527	New	+$2.01M	0.85%	25

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 $1.2B AUM 15.23% 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

Cornerstone Planning Group's USTB Position: Q1 2026 in Review

Cornerstone Planning Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 19% in Q1 2026, buying an estimated $2.38M and bringing the position to 292,838 shares worth $14.8M. The position accounts for 1.98% of the portfolio, ranked #15.

Cornerstone Planning Group first reported a position in USTB in Q4 2022 and has held it in 11 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Cornerstone Planning Group held 292,838 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $14.8M as of Q1 2026.
Cornerstone Planning Group bought 46,742 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $2.38M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.98% of Cornerstone Planning Group's portfolio in Q1 2026, its #15 holding.
Cornerstone Planning Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2022 and has held it in 11 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.