Lakeridge Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Lakeridge Wealth Management’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	$1.99M	Sell	39,393 -22,198	-36%	-$1.12M	0.73%	28
2026 Q1	$3.12M	Sell	61,591 -661	-1%	-$33.6K	1.34%	20
2025 Q4	$3.16M	Sell	62,252 -35,154	-36%	-$1.79M	1.44%	19
2025 Q3	$4.97M	Buy	97,406 +25,685	+36%	+$1.31M	2.21%	13
2025 Q2	$3.64M	Buy	71,721 +9,496	+15%	+$480K	1.68%	18
2025 Q1	$3.15M	Buy	+62,225	New	+$3.14M	1.58%	17

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

Lakeridge Wealth Management's USTB Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 36% in Q2 2026, selling an estimated $1.12M and leaving 39,393 shares worth $1.99M. The position accounts for 0.73% of the portfolio, ranked #28.

Lakeridge Wealth Management first reported a position in USTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.97M in Q3 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Lakeridge Wealth Management held 39,393 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.99M as of Q2 2026.
Lakeridge Wealth Management sold 22,198 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.12M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.73% of Lakeridge Wealth Management's portfolio in Q2 2026, its #28 holding.
Lakeridge Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Lakeridge Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $4.97M in Q3 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.