LPL Financial
USTB icon

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

LPL Financial’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 		$81.3M Buy
1,607,923
+273,004
+20% +$13.9M 0.02% 682
2025
Q4 		$67.9M Buy
1,334,919
+96,021
+8% +$4.89M 0.02% 723
2025
Q3 		$63.2M Buy
1,238,898
+179,880
+17% +$9.14M 0.02% 734
2025
Q2 		$53.8M Buy
1,059,018
+101,049
+11% +$5.11M 0.02% 727
2025
Q1 		$48.5M Buy
957,969
+241,832
+34% +$12.2M 0.02% 698
2024
Q4 		$36M Buy
716,137
+354,102
+98% +$17.8M 0.01% 804
2024
Q3 		$18.4M Buy
362,035
+47,266
+15% +$2.38M 0.01% 1088
2024
Q2 		$15.7M Buy
314,769
+75,634
+32% +$3.76M 0.01% 1089
2024
Q1 		$11.9M Buy
239,135
+15,280
+7% +$759K 0.01% 1216
2023
Q4 		$11.1M Sell
223,855
-16,185
-7% -$793K 0.01% 1183
2023
Q3 		$11.7M Sell
240,040
-56,650
-19% -$2.77M 0.01% 1071
2023
Q2 		$14.5M Buy
296,690
+72,490
+32% +$3.55M 0.01% 932
2023
Q1 		$11M Buy
224,200
+100,383
+81% +$4.92M 0.01% 1038
2022
Q4 		$6.02M Buy
123,817
+59,148
+91% +$2.87M 0.01% 1341
2022
Q3 		$3.13M Buy
64,669
+10,193
+19% +$500K ﹤0.01% 1685
2022
Q2 		$2.67M Buy
54,476
+37,072
+213% +$1.83M ﹤0.01% 1805
2022
Q1 		$868K Buy
17,404
+646
+4% +$32.7K ﹤0.01% 2723
2021
Q4 		$860K Buy
+16,758
New +$864K ﹤0.01% 2794

Other funds holding USTB

Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

LPL Financial's USTB Position: Q1 2026 in Review

LPL Financial increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 20% in Q1 2026, buying an estimated $13.9M and bringing the position to 1,607,923 shares worth $81.3M. The position accounts for 0.02% of the portfolio, ranked #682.

LPL Financial first reported a position in USTB in Q4 2021 and has held it in 18 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • LPL Financial held 1,607,923 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $81.3M as of Q1 2026.
  • LPL Financial bought 273,004 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $13.9M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #682 holding.
  • LPL Financial first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.