Jones Financial Companies
USTB icon

Jones Financial Companies’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Jones Financial Companies’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
2025
Q2 		– Sell
-65
Closed -$3.29K – 4162
2025
Q1 		$3.29K Sell
65
-162
-71% -$8.17K ﹤0.01% 3105
2024
Q4 		$11.4K Buy
+227
New +$11.4K ﹤0.01% 2481

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Jones Financial Companies's USTB Position: Q2 2025 in Review

Jones Financial Companies sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2025, closing a stake of 65 shares — an estimated $3.29K sold.

Jones Financial Companies first reported a position in USTB in Q4 2024 and held it in 2 quarters. The position peaked at $11.4K in Q4 2024. 121 funds tracked by Wall St. Rank hold USTB as of Q2 2025.

  • Jones Financial Companies reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 65 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2025, an estimated $3.29K.
  • Jones Financial Companies first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $11.4K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.