Jeff Yass’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Jeff Yass’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	$3.36M	Buy	+66,445	New	+$3.36M	﹤0.01%	5396
2025 Q3	–	Sell	-13,375	Closed	-$680K	–	13973
2025 Q2	$680K	Buy	+13,375	New	+$676K	﹤0.01%	8439
2025 Q1	–	Sell	-5,367	Closed	-$269K	–	13515
2024 Q4	$269K	Buy	+5,367	New	+$270K	﹤0.01%	10065
2024 Q2	–	Sell	-4,645	Closed	-$231K	–	13295
2024 Q1	$231K	Sell	4,645 -72,172	-94%	-$3.58M	﹤0.01%	10282
2023 Q4	$3.81M	Buy	+76,817	New	+$3.76M	﹤0.01%	4177
2022 Q3	–	Sell	-6,229	Closed	-$305K	–	14172
2022 Q2	$305K	Sell	6,229 -10,232	-62%	-$505K	﹤0.01%	9532
2022 Q1	$821K	Buy	+16,461	New	+$833K	﹤0.01%	7641
2020 Q4	–	Sell	-12,964	Closed	-$671K	–	11770
2020 Q3	$671K	Sell	12,964 -13,122	-50%	-$678K	﹤0.01%	7051
2020 Q2	$1.34M	Buy	+26,086	New	+$1.32M	﹤0.01%	5265
2020 Q1	–	Sell	-6,715	Closed	-$340K	–	10932
2019 Q4	$340K	Buy	+6,715	New	+$340K	﹤0.01%	7784
2019 Q2	–	Sell	-36,694	Closed	-$1.84M	–	10871
2019 Q1	$1.84M	Buy	+36,694	New	+$1.83M	﹤0.01%	3882

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

Jeff Yass's USTB Position: Q2 2026 in Review

Jeff Yass opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026: 66,445 shares worth $3.36M. The stake represents ﹤0.01% of the portfolio and ranks #5396 among its holdings. This is a return to the name: Jeff Yass previously reported a position in USTB as recently as Q2 2025.

Jeff Yass first reported a position in USTB in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.81M in Q4 2023. 148 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Jeff Yass held 66,445 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $3.36M as of Q2 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Jeff Yass position in Q2 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5396 holding.
Jeff Yass first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2019 and has held it in 11 quarters since.
Jeff Yass's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $3.81M in Q4 2023.
148 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.