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 Q2	$4.94M	Sell	97,535 -88,371	-48%	-$4.47M	0.24%	95
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 $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

Creative Financial Designs's USTB Position: Q2 2026 in Review

Creative Financial Designs reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 48% in Q2 2026, selling an estimated $4.47M and leaving 97,535 shares worth $4.94M. The position accounts for 0.24% of the portfolio, ranked #95.

Creative Financial Designs first reported a position in USTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.4M in Q1 2026. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Creative Financial Designs held 97,535 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $4.94M as of Q2 2026.
Creative Financial Designs sold 88,371 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $4.47M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.24% of Creative Financial Designs's portfolio in Q2 2026, its #95 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 11 quarters since.
Creative Financial Designs's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $9.4M in Q1 2026.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.