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M.E. Allison & Co’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

M.E. Allison & Co’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 		$583K Buy
11,514
+245
+2% +$12.4K 0.34% 82
2026
Q1 		$570K Buy
11,269
+1,706
+18% +$86.8K 0.38% 73
2025
Q4 		$486K Buy
9,563
+1,890
+25% +$96.2K 0.33% 81
2025
Q3 		$391K Buy
7,673
+258
+3% +$13.1K 0.27% 97
2025
Q2 		$377K Buy
+7,415
New +$375K 0.3% 91

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
WA
Winter & Associates St. Paul, Minnesota $133M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

M.E. Allison & Co's USTB Position: Q2 2026 in Review

M.E. Allison & Co increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 2.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 11,514 shares worth $583K. The position accounts for 0.34% of the portfolio, ranked #82.

M.E. Allison & Co first reported a position in USTB in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • M.E. Allison & Co held 11,514 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $583K as of Q2 2026.
  • M.E. Allison & Co bought 245 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $12.4K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.34% of M.E. Allison & Co's portfolio in Q2 2026, its #82 holding.
  • M.E. Allison & Co first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.