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 Q2	$21.4M	Buy	424,283 +32,214	+8%	+$1.63M	1.12%	24
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 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 $473M AUM 9.71% 1-Year Est. Return

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 $1.36B AUM 14.31% 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

Evergreen Wealth Solutions's USTB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 8.2% in Q2 2026, buying an estimated $1.63M and bringing the position to 424,283 shares worth $21.4M. The position accounts for 1.12% of the portfolio, ranked #24.

Evergreen Wealth Solutions first reported a position in USTB in Q1 2025 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Evergreen Wealth Solutions held 424,283 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $21.4M as of Q2 2026.
Evergreen Wealth Solutions bought 32,214 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.63M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.12% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #24 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 6 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.