Daymark Wealth Partners’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Daymark Wealth Partners’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	$486K	Sell	9,612 -107	-1%	-$5.44K	0.02%	428
2025 Q4	$494K	Sell	9,719 -529	-5%	-$26.9K	0.02%	396
2025 Q3	$523K	Sell	10,248 -2,160	-17%	-$110K	0.02%	366
2025 Q2	$631K	Sell	12,408 -2,387	-16%	-$121K	0.02%	315
2025 Q1	$749K	Buy	14,795 +1,403	+10%	+$70.8K	0.03%	286
2024 Q4	$672K	Sell	13,392 -641	-5%	-$32.3K	0.03%	289
2024 Q3	$713K	Sell	14,033 -399	-3%	-$20.1K	0.03%	290
2024 Q2	$719K	Buy	14,432 +305	+2%	+$15.1K	0.03%	280
2024 Q1	$704K	Buy	14,127 +2,244	+19%	+$111K	0.04%	235
2023 Q4	$589K	Buy	11,883 +5,817	+96%	+$285K	0.04%	243
2023 Q3	$297K	Buy	+6,066	New	+$297K	0.02%	309

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

Daymark Wealth Partners's USTB Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1.1% in Q1 2026, selling an estimated $5.44K and leaving 9,612 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #428.

Daymark Wealth Partners first reported a position in USTB in Q3 2023 and has held it in 11 quarters since. The position peaked at $749K in Q1 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Daymark Wealth Partners held 9,612 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $486K as of Q1 2026.
Daymark Wealth Partners sold 107 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $5.44K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #428 holding.
Daymark Wealth Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $749K in Q1 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.