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

IHT Wealth Management’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	–	Sell	-7,722	Closed	-$391K	–	1357
2026 Q1	$391K	Sell	7,722 -2,107	-21%	-$107K	0.01%	919
2025 Q4	$500K	Sell	9,829 -470	-5%	-$23.9K	0.01%	769
2025 Q3	$525K	Hold	10,299	–	–	0.01%	720
2025 Q2	$523K	Buy	10,299 +500	+5%	+$25.3K	0.01%	688
2025 Q1	$496K	Sell	9,799 -2,800	-22%	-$141K	0.02%	675
2024 Q4	$632K	Sell	12,599 -1,700	-12%	-$85.6K	0.02%	612
2024 Q3	$727K	Buy	14,299 +7,929	+124%	+$400K	0.02%	598
2024 Q2	$317K	Sell	6,370 -5,546	-47%	-$275K	0.01%	778
2024 Q1	$594K	Buy	11,916 +2,287	+24%	+$114K	0.02%	578
2023 Q4	$477K	Sell	9,629 -1,205	-11%	-$59K	0.02%	615
2023 Q3	$530K	Buy	10,834 +2,279	+27%	+$112K	0.03%	533
2023 Q2	$418K	Buy	+8,555	New	+$419K	0.02%	602

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

IHT Wealth Management's USTB Position: Q2 2026 in Review

IHT Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026, closing a stake of 7,722 shares — an estimated $391K sold.

IHT Wealth Management first reported a position in USTB in Q2 2023 and held it in 12 quarters. The position peaked at $727K in Q3 2024. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

IHT Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 7,722 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $391K.
IHT Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and held it in 12 quarters.
IHT Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $727K in Q3 2024.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

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