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Go Invest LLC’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Go Invest LLC’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 		$119M Buy
2,341,147
+307,406
+15% +$15.6M 27.85% 2
2026
Q1 		$103M Buy
2,033,741
+316,481
+18% +$16.1M 29.49% 2
2025
Q4 		$87.3M Buy
+1,717,260
New +$87.4M 28.68% 2

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM

Go Invest LLC's USTB Position: Q2 2026 in Review

Go Invest LLC increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 15% in Q2 2026, buying an estimated $15.6M and bringing the position to 2,341,147 shares worth $119M. The position accounts for 27.85% of the portfolio, ranked #2.

Go Invest LLC first reported a position in USTB in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Go Invest LLC held 2,341,147 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $119M as of Q2 2026.
  • Go Invest LLC bought 307,406 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $15.6M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 27.85% of Go Invest LLC's portfolio in Q2 2026, its #2 holding.
  • Go Invest LLC first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.