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

Integrated Wealth Concepts’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	$10.4M	Buy	206,471 +67,271	+48%	+$3.42M	0.08%	243
2025 Q4	$7.08M	Buy	139,200 +30,244	+28%	+$1.54M	0.08%	221
2025 Q3	$5.56M	Buy	108,956 +10,851	+11%	+$551K	0.05%	346
2025 Q2	$4.99M	Buy	98,105 +46,826	+91%	+$2.37M	0.05%	332
2025 Q1	$2.6M	Buy	51,279 +5,885	+13%	+$297K	0.03%	513
2024 Q4	$2.28M	Buy	45,394 +15,697	+53%	+$791K	0.03%	517
2024 Q3	$1.51M	Buy	29,697 +10,371	+54%	+$523K	0.02%	638
2024 Q2	$962K	Buy	19,326 +2,341	+14%	+$116K	0.01%	779
2024 Q1	$846K	Buy	16,985 +6,033	+55%	+$300K	0.01%	832
2023 Q4	$543K	Sell	10,952 -1,107	-9%	-$54.2K	0.01%	965
2023 Q3	$590K	Buy	+12,059	New	+$591K	0.01%	907

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

Integrated Wealth Concepts's USTB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 48% in Q1 2026, buying an estimated $3.42M and bringing the position to 206,471 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #243.

Integrated Wealth Concepts first reported a position in USTB in Q3 2023 and has held it in 11 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Integrated Wealth Concepts held 206,471 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $10.4M as of Q1 2026.
Integrated Wealth Concepts bought 67,271 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $3.42M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q1 2026, its #243 holding.
Integrated Wealth Concepts first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

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