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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
Q2 		$1.22M Buy
24,127
+18,841
+356% +$953K 0.13% 173
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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

Maridea Wealth Management's USTB Position: Q2 2026 in Review

Maridea Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 356% in Q2 2026, buying an estimated $953K and bringing the position to 24,127 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #173.

Maridea Wealth Management first reported a position in USTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.47M in Q4 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Maridea Wealth Management held 24,127 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.22M as of Q2 2026.
  • Maridea Wealth Management bought 18,841 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $953K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.13% of Maridea Wealth Management's portfolio in Q2 2026, its #173 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 4 quarters since.
  • Maridea Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $2.47M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.