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

Creative Planning’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	$391K	Sell	7,734 -5,498	-42%	-$278K	﹤0.01%	3379
2026 Q1	$669K	Sell	13,232 -466	-3%	-$23.7K	﹤0.01%	2791
2025 Q4	$696K	Buy	+13,698	New	+$697K	﹤0.01%	2573
2023 Q4	–	Sell	-2,219	Closed	-$109K	–	3089
2023 Q3	$109K	Buy	+2,219	New	+$109K	﹤0.01%	2384

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 Planning's USTB Position: Q2 2026 in Review

Creative Planning reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 42% in Q2 2026, selling an estimated $278K and leaving 7,734 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

Creative Planning first reported a position in USTB in Q3 2023 and has held it in 4 quarters since. The position peaked at $696K in Q4 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Creative Planning held 7,734 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $391K as of Q2 2026.
Creative Planning sold 5,498 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $278K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3379 holding.
Creative Planning first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and has held it in 4 quarters since.
Creative Planning's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $696K in Q4 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.