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 Q2	$327K	Sell	6,466 -3,146	-33%	-$159K	0.01%	605
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 $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

Daymark Wealth Partners's USTB Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 33% in Q2 2026, selling an estimated $159K and leaving 6,466 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #605.

Daymark Wealth Partners first reported a position in USTB in Q3 2023 and has held it in 12 quarters since. The position peaked at $749K in Q1 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Daymark Wealth Partners held 6,466 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $327K as of Q2 2026.
Daymark Wealth Partners sold 3,146 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $159K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #605 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 12 quarters since.
Daymark Wealth Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $749K in Q1 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.