Cornerstone Planning Group
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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
Q3 		$15.9M Buy
319,504
+16,936
+6% +$853K 1.97% 17
2026
Q2 		$15.3M Buy
302,568
+9,730
+3% +$492K 1.92% 17
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

GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
StoryOne LLC
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Cornerstone Planning Group's USTB Position: Q3 2026 in Review

Cornerstone Planning Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 5.6% in Q3 2026, buying an estimated $853K and bringing the position to 319,504 shares worth $15.9M. The position accounts for 1.97% of the portfolio, ranked #17.

Cornerstone Planning Group first reported a position in USTB in Q4 2022 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

  • Cornerstone Planning Group held 319,504 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $15.9M as of Q3 2026.
  • Cornerstone Planning Group bought 16,936 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $853K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.97% of Cornerstone Planning Group's portfolio in Q3 2026, its #17 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 13 quarters since.
  • 28 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.