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

Evergreen Wealth Solutions’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 		$19.8M Buy
392,069
+175,527
+81% +$8.93M 1.4% 21
2025
Q4 		$11M Buy
216,542
+171,681
+383% +$8.74M 1.54% 15
2025
Q3 		$2.29M Buy
44,861
+4,915
+12% +$250K 1.29% 12
2025
Q2 		$2.03M Buy
39,946
+20,249
+103% +$1.02M 1.22% 12
2025
Q1 		$998K Buy
+19,697
New +$993K 0.67% 29

Other funds holding USTB

Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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

Evergreen Wealth Solutions's USTB Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 81% in Q1 2026, buying an estimated $8.93M and bringing the position to 392,069 shares worth $19.8M. The position accounts for 1.4% of the portfolio, ranked #21.

Evergreen Wealth Solutions first reported a position in USTB in Q1 2025 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Evergreen Wealth Solutions held 392,069 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $19.8M as of Q1 2026.
  • Evergreen Wealth Solutions bought 175,527 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $8.93M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.4% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #21 holding.
  • Evergreen Wealth Solutions first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.