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 Q2	$1.78M	Sell	35,135 -3,580	-9%	-$181K	0.28%	48
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 $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

Elk River Wealth Management's USTB Position: Q2 2026 in Review

Elk River Wealth Management reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 9.2% in Q2 2026, selling an estimated $181K and leaving 35,135 shares worth $1.78M. The position accounts for 0.28% of the portfolio, ranked #48.

Elk River Wealth Management first reported a position in USTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q4 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Elk River Wealth Management held 35,135 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.78M as of Q2 2026.
Elk River Wealth Management sold 3,580 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $181K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.28% of Elk River Wealth Management's portfolio in Q2 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 11 quarters since.
Elk River Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2.03M 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 Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.