Elk River Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Elk River Wealth Management’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	$1.96M	Sell	38,715 -2,154	-5%	-$110K	0.33%	48
2025 Q4	$2.03M	Buy	40,869 +2,759	+7%	+$140K	0.33%	46
2025 Q3	$1.94M	Buy	38,110 +2,132	+6%	+$108K	0.31%	47
2025 Q2	$1.83M	Sell	35,978 -425	-1%	-$21.5K	0.31%	47
2025 Q1	$1.84M	Buy	36,403 +1,231	+3%	+$62.1K	0.35%	47
2024 Q4	$1.77M	Buy	35,172 +3,625	+11%	+$183K	0.32%	47
2024 Q3	$1.6M	Buy	31,547 +2,682	+9%	+$135K	0.29%	47
2024 Q2	$1.44M	Sell	28,865 -649	-2%	-$32.2K	0.28%	47
2024 Q1	$1.47M	Sell	29,514 -1,989	-6%	-$98.8K	0.3%	47
2023 Q4	$1.56M	Buy	+31,503	New	+$1.54M	0.3%	48

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

Elk River Wealth Management's USTB Position: Q1 2026 in Review

Elk River Wealth Management reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 5.3% in Q1 2026, selling an estimated $110K and leaving 38,715 shares worth $1.96M. The position accounts for 0.33% of the portfolio, ranked #48.

Elk River Wealth Management first reported a position in USTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Elk River Wealth Management held 38,715 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.96M as of Q1 2026.
Elk River Wealth Management sold 2,154 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $110K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.33% of Elk River Wealth Management's portfolio in Q1 2026, its #48 holding.
Elk River Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Elk River Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2.03M in Q4 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.