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Global Retirement Partners’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Global Retirement Partners’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
2025
Q4 		$32.7K Buy
+644
New +$32.8K ﹤0.01% 2612
2024
Q4 		$508K Buy
10,121
+1,979
+24% +$99.7K 0.01% 632
2024
Q3 		$414K Sell
8,142
-8,858
-52% -$447K 0.01% 688
2024
Q2 		$847K Buy
+17,000
New +$844K 0.03% 460

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

Global Retirement Partners's USTB Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2025: 644 shares worth $32.7K. The stake represents ﹤0.01% of the portfolio and ranks #2612 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USTB as recently as Q4 2024.

Global Retirement Partners first reported a position in USTB in Q2 2024 and has held it in 4 quarters since. The position peaked at $847K in Q2 2024. 133 funds tracked by Wall St. Rank hold USTB as of Q4 2025.

  • Global Retirement Partners held 644 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $32.7K as of Q4 2025.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Global Retirement Partners position in Q4 2025.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2612 holding.
  • Global Retirement Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $847K in Q2 2024.
  • 133 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.