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

Larson Financial Group’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	$9.59K	Hold	189	–	–	﹤0.01%	2436
2026 Q1	$9.58K	Hold	189	–	–	﹤0.01%	2281
2025 Q4	$9.63K	Hold	189	–	–	﹤0.01%	2134
2025 Q3	$9.66K	Hold	189	–	–	﹤0.01%	2033
2025 Q2	$9.63K	Buy	+189	New	+$9.55K	﹤0.01%	1824
2023 Q4	–	Sell	-31	Closed	-$1.52K	–	1904
2023 Q3	$1.52K	Buy	+31	New	+$1.52K	﹤0.01%	1413

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

Larson Financial Group's USTB Position: Q2 2026 in Review

Larson Financial Group held its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) position steady in Q2 2026 at 189 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Larson Financial Group first reported a position in USTB in Q3 2023 and has held it in 6 quarters since. The position peaked at $9.66K in Q3 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Larson Financial Group held 189 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $9.59K as of Q2 2026.
Larson Financial Group left its Victory Portfolios II VictoryShares Short-Term Bond ETF share count unchanged in Q2 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2436 holding.
Larson Financial Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and has held it in 6 quarters since.
Larson Financial Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $9.66K 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.