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 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Larson Financial Group's USTB Position: Q1 2026 in Review

Larson Financial Group held its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) position steady in Q1 2026 at 189 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Larson Financial Group first reported a position in USTB in Q3 2023 and has held it in 5 quarters since. The position peaked at $9.66K in Q3 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Larson Financial Group held 189 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $9.58K as of Q1 2026.
Larson Financial Group left its Victory Portfolios II VictoryShares Short-Term Bond ETF share count unchanged in Q1 2026.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2281 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 5 quarters since.
Larson Financial Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $9.66K in Q3 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.