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Kestra Advisory Services’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Kestra Advisory Services’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 		$1.49M Buy
29,401
+1,714
+6% +$87.2K 0.01% 1478
2025
Q4 		$1.41M Buy
27,687
+3,472
+14% +$177K 0.01% 1434
2025
Q3 		$1.23M Buy
24,215
+2,262
+10% +$115K 0.01% 1449
2025
Q2 		$1.12M Buy
21,953
+7,547
+52% +$381K 0.01% 1406
2025
Q1 		$730K Sell
14,406
-614
-4% -$31K ﹤0.01% 1581
2024
Q4 		$754K Buy
15,020
+1,065
+8% +$53.7K ﹤0.01% 1589
2024
Q3 		$709K Buy
13,955
+1,903
+16% +$95.9K ﹤0.01% 1537
2024
Q2 		$600K Buy
12,052
+2,049
+20% +$102K ﹤0.01% 1651
2024
Q1 		$498K Buy
10,003
+958
+11% +$47.6K ﹤0.01% 1671
2023
Q4 		$449K Sell
9,045
-5,910
-40% -$289K ﹤0.01% 1591
2023
Q3 		$732K Buy
14,955
+8,703
+139% +$426K 0.01% 1160
2023
Q2 		$306K Buy
6,252
+255
+4% +$12.5K ﹤0.01% 1597
2023
Q1 		$294K Sell
5,997
-21,402
-78% -$1.05M ﹤0.01% 1573
2022
Q4 		$1.33M Buy
27,399
+5,874
+27% +$285K 0.01% 920
2022
Q3 		$1.04M Sell
21,525
-337
-2% -$16.5K 0.01% 954
2022
Q2 		$1.07M Sell
21,862
-130
-0.6% -$6.42K 0.01% 948
2022
Q1 		$1.1M Buy
21,992
+131
+0.6% +$6.63K 0.01% 915
2021
Q4 		$1.12M Buy
+21,861
New +$1.13M 0.01% 930

Other funds holding USTB

Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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

Kestra Advisory Services's USTB Position: Q1 2026 in Review

Kestra Advisory Services increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 6.2% in Q1 2026, buying an estimated $87.2K and bringing the position to 29,401 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1478.

Kestra Advisory Services first reported a position in USTB in Q4 2021 and has held it in 18 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Kestra Advisory Services held 29,401 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.49M as of Q1 2026.
  • Kestra Advisory Services bought 1,714 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $87.2K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1478 holding.
  • Kestra Advisory Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.