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

Maridea Wealth 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 Q1	$267K	Sell	5,286 -43,343	-89%	-$2.2M	0.04%	370
2025 Q4	$2.47M	Buy	48,629 +42,710	+722%	+$2.17M	0.37%	67
2025 Q3	$302K	Buy	+5,919	New	+$301K	0.05%	323

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

Maridea Wealth Management's USTB Position: Q1 2026 in Review

Maridea Wealth Management reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 89% in Q1 2026, selling an estimated $2.2M and leaving 5,286 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #370.

Maridea Wealth Management first reported a position in USTB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q4 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Maridea Wealth Management held 5,286 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $267K as of Q1 2026.
Maridea Wealth Management sold 43,343 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $2.2M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #370 holding.
Maridea Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
Maridea Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2.47M in Q4 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.