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 Q2	$1.46M	Sell	28,879 -522	-2%	-$26.4K	﹤0.01%	1557
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 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

Kestra Advisory Services's USTB Position: Q2 2026 in Review

Kestra Advisory Services reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1.8% in Q2 2026, selling an estimated $26.4K and leaving 28,879 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Kestra Advisory Services first reported a position in USTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q1 2026. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Kestra Advisory Services held 28,879 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.46M as of Q2 2026.
Kestra Advisory Services sold 522 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $26.4K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1557 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 19 quarters since.
Kestra Advisory Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.49M in Q1 2026.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.