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

HORAN Wealth’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	$13.4M	Buy	264,769 +2,393	+0.9%	+$121K	1.68%	13
2026 Q1	$13.3M	Buy	262,376 +43,338	+20%	+$2.2M	1.26%	16
2025 Q4	$11.1M	Sell	219,038 -1,073	-0.5%	-$54.6K	1.71%	13
2025 Q3	$11.2M	Buy	220,111 +18,846	+9%	+$958K	1.77%	12
2025 Q2	$10.2M	Buy	+201,265	New	+$10.2M	3.13%	8

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

HORAN Wealth's USTB Position: Q2 2026 in Review

HORAN Wealth increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 0.91% in Q2 2026, buying an estimated $121K and bringing the position to 264,769 shares worth $13.4M. The position accounts for 1.68% of the portfolio, ranked #13.

HORAN Wealth first reported a position in USTB in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

HORAN Wealth held 264,769 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $13.4M as of Q2 2026.
HORAN Wealth bought 2,393 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $121K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.68% of HORAN Wealth's portfolio in Q2 2026, its #13 holding.
HORAN Wealth first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.