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 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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

IHT Wealth Management's USTB Position: Q1 2026 in Review

IHT Wealth Management reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 21% in Q1 2026, selling an estimated $107K and leaving 7,722 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #919.

IHT Wealth Management first reported a position in USTB in Q2 2023 and has held it in 12 quarters since. The position peaked at $727K in Q3 2024. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

IHT Wealth Management held 7,722 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $391K as of Q1 2026.
IHT Wealth Management sold 2,107 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $107K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #919 holding.
IHT Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
IHT Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $727K in Q3 2024.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.