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 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

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

Cornerstone Planning Group's USTB Position: Q2 2026 in Review

Cornerstone Planning Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.3% in Q2 2026, buying an estimated $492K and bringing the position to 302,568 shares worth $15.3M. The position accounts for 1.92% of the portfolio, ranked #17.

Cornerstone Planning Group first reported a position in USTB in Q4 2022 and has held it in 12 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Cornerstone Planning Group held 302,568 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $15.3M as of Q2 2026.
Cornerstone Planning Group bought 9,730 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $492K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.92% of Cornerstone Planning Group's portfolio in Q2 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 12 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.