FIG Financial Advisory Services’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

FIG Financial Advisory Services’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 Q3	–	Sell	-4,810	Closed	-$243K	–	103
2026 Q2	$243K	Buy	+4,810	New	+$243K	0.14%	72
2025 Q2	–	Sell	-20,302	Closed	-$1.03M	–	89
2025 Q1	$1.03M	Sell	20,302 -179	-0.9%	-$9.03K	0.73%	42
2024 Q4	$1.03M	Buy	+20,481	New	+$1.03M	0.7%	44

Other funds holding USTB

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

FIG Financial Advisory Services's USTB Position: Q3 2026 in Review

FIG Financial Advisory Services sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2026, closing a stake of 4,810 shares — an estimated $243K sold.

FIG Financial Advisory Services first reported a position in USTB in Q4 2024 and held it in 3 quarters. The position peaked at $1.03M in Q1 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

FIG Financial Advisory Services reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
FIG Financial Advisory Services sold 4,810 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $243K.
FIG Financial Advisory Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and held it in 3 quarters.
FIG Financial Advisory Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.03M in Q1 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.