Creative Financial Designs’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Creative Financial Designs’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	$9.4M	Buy	185,906 +1,061	+0.6%	+$54K	0.57%	43
2025 Q4	$9.4M	Buy	184,845 +9,563	+5%	+$487K	0.59%	40
2025 Q3	$8.94M	Buy	175,282 +10,626	+6%	+$540K	0.6%	39
2025 Q2	$8.37M	Buy	164,656 +75,233	+84%	+$3.8M	0.6%	39
2025 Q1	$4.53M	Buy	89,423 +988	+1%	+$49.8K	0.36%	63
2024 Q4	$4.44M	Buy	88,435 +1,065	+1%	+$53.7K	0.36%	65
2024 Q3	$4.44M	Sell	87,370 -56,230	-39%	-$2.83M	0.37%	60
2024 Q2	$7.15M	Buy	143,600 +6,752	+5%	+$335K	0.64%	35
2024 Q1	$6.82M	Buy	136,848 +2,557	+2%	+$127K	0.65%	37
2023 Q4	$6.66M	Buy	+134,291	New	+$6.58M	0.68%	36

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

Creative Financial Designs's USTB Position: Q1 2026 in Review

Creative Financial Designs increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 0.57% in Q1 2026, buying an estimated $54K and bringing the position to 185,906 shares worth $9.4M. The position accounts for 0.57% of the portfolio, ranked #43.

Creative Financial Designs first reported a position in USTB in Q4 2023 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Creative Financial Designs held 185,906 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $9.4M as of Q1 2026.
Creative Financial Designs bought 1,061 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $54K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.57% of Creative Financial Designs's portfolio in Q1 2026, its #43 holding.
Creative Financial Designs first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.