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

Laurel Wealth Planning’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
Q3 		$2.3M Buy
+46,101
New +$2.32M 1% 31

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Broadway Wealth Solutions
Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
International City Management Association Retirement Corp
International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Laurel Wealth Planning's USTB Position: Q3 2026 in Review

Laurel Wealth Planning opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2026: 46,101 shares worth $2.3M. The stake represents 1% of the portfolio and ranks #31 among its holdings.

97 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

  • Laurel Wealth Planning held 46,101 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $2.3M as of Q3 2026.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Laurel Wealth Planning position in Q3 2026.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1% of Laurel Wealth Planning's portfolio in Q3 2026, its #31 holding.
  • 97 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Laurel Wealth Planning's 13F filing for Q3 2026, filed 2 Nov 2026.