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 Q2	$10.8M	Buy	214,309 +7,838	+4%	+$397K	0.07%	270
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 $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Integrated Wealth Concepts's USTB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.8% in Q2 2026, buying an estimated $397K and bringing the position to 214,309 shares worth $10.8M. The position accounts for 0.07% of the portfolio, ranked #270.

Integrated Wealth Concepts first reported a position in USTB in Q3 2023 and has held it in 12 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Integrated Wealth Concepts held 214,309 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $10.8M as of Q2 2026.
Integrated Wealth Concepts bought 7,838 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $397K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #270 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 12 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.