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

Kirkwood Financial 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 Q2	$13.1M	Buy	+258,893	New	+$13.1M	3.75%	9

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

Kirkwood Financial Services's USTB Position: Q2 2026 in Review

Kirkwood Financial Services opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026: 258,893 shares worth $13.1M. The stake represents 3.75% of the portfolio and ranks #9 among its holdings.

149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Kirkwood Financial Services held 258,893 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $13.1M as of Q2 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Kirkwood Financial Services position in Q2 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 3.75% of Kirkwood Financial Services's portfolio in Q2 2026, its #9 holding.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Kirkwood Financial Services's 13F filing for Q2 2026, filed 25 Aug 2026.