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

Kestra Private Wealth 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	$939K	Buy	18,555 +689	+4%	+$34.9K	0.01%	933
2026 Q1	$904K	Buy	17,866 +5,461	+44%	+$278K	0.01%	884
2025 Q4	$631K	Buy	12,405 +5,409	+77%	+$275K	0.01%	1037
2025 Q3	$357K	Buy	6,996 +1,920	+38%	+$97.6K	﹤0.01%	1268
2025 Q2	$258K	Buy	+5,076	New	+$256K	﹤0.01%	1373

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 Private Wealth Services's USTB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.9% in Q2 2026, buying an estimated $34.9K and bringing the position to 18,555 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #933.

Kestra Private Wealth Services first reported a position in USTB in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Kestra Private Wealth Services held 18,555 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $939K as of Q2 2026.
Kestra Private Wealth Services bought 689 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $34.9K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #933 holding.
Kestra Private Wealth Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

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