MAI Capital Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

MAI Capital Management’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	$302K	Buy	5,965 +20	+0.3%	+$1.01K	﹤0.01%	1583
2026 Q1	$301K	Buy	5,945 +2,168	+57%	+$110K	﹤0.01%	1276
2025 Q4	$192K	Buy	+3,777	New	+$192K	﹤0.01%	1337
2025 Q1	–	Sell	-99	Closed	-$4.97K	–	3584
2024 Q4	$4.97K	Buy	+99	New	+$4.99K	﹤0.01%	2769

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

MAI Capital Management's USTB Position: Q2 2026 in Review

MAI Capital Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 0.34% in Q2 2026, buying an estimated $1.01K and bringing the position to 5,965 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

MAI Capital Management first reported a position in USTB in Q4 2024 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

MAI Capital Management held 5,965 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $302K as of Q2 2026.
MAI Capital Management bought 20 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.01K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1583 holding.
MAI Capital Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 4 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.