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

Madison Wealth Partners’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	$2.99M	Buy	59,038 +23,446	+66%	+$1.19M	0.48%	38
2025 Q4	$1.81M	Sell	35,592 -2,898	-8%	-$148K	0.33%	43
2025 Q3	$1.96M	Buy	38,490 +10,304	+37%	+$524K	0.39%	36
2025 Q2	$1.43M	Buy	28,186 +3,828	+16%	+$193K	0.31%	40
2025 Q1	$1.23M	Buy	24,358 +9,018	+59%	+$455K	0.3%	41
2024 Q4	$770K	Buy	15,340 +10,086	+192%	+$508K	0.22%	59
2024 Q3	$267K	Buy	+5,254	New	+$265K	0.08%	124

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

Madison Wealth Partners's USTB Position: Q1 2026 in Review

Madison Wealth Partners increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 66% in Q1 2026, buying an estimated $1.19M and bringing the position to 59,038 shares worth $2.99M. The position accounts for 0.48% of the portfolio, ranked #38.

Madison Wealth Partners first reported a position in USTB in Q3 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Madison Wealth Partners held 59,038 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $2.99M as of Q1 2026.
Madison Wealth Partners bought 23,446 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $1.19M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.48% of Madison Wealth Partners's portfolio in Q1 2026, its #38 holding.
Madison Wealth Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.