Mariner’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Mariner’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	$1.38M	Sell	27,215 -4,886	-15%	-$249K	﹤0.01%	1751
2025 Q4	$1.63M	Sell	32,101 -5,100	-14%	-$260K	﹤0.01%	1622
2025 Q3	$1.9M	Sell	37,201 -8,078	-18%	-$410K	﹤0.01%	1474
2025 Q2	$2.3M	Sell	45,279 -12,566	-22%	-$635K	﹤0.01%	1250
2025 Q1	$2.93M	Sell	57,845 -9,594	-14%	-$484K	﹤0.01%	1033
2024 Q4	$3.39M	Sell	67,439 -196,334	-74%	-$9.89M	0.01%	950
2024 Q3	$13.4M	Buy	263,773 +15,602	+6%	+$787K	0.02%	454
2024 Q2	$12.4M	Buy	248,171 +3,133	+1%	+$156K	0.02%	454
2024 Q1	$12.2M	Buy	245,038 +9,596	+4%	+$476K	0.03%	455
2023 Q4	$11.7M	Sell	235,442 -639	-0.3%	-$31.3K	0.03%	427
2023 Q3	$11.5M	Buy	236,081 +11,031	+5%	+$540K	0.03%	394
2023 Q2	$11M	Buy	225,050 +19,547	+10%	+$958K	0.03%	409
2023 Q1	$10.1M	Buy	205,503 +197,766	+2,556%	+$9.69M	0.03%	434
2022 Q4	$376K	Buy	7,737 +2,004	+35%	+$97.2K	﹤0.01%	1859
2022 Q3	$278K	Buy	+5,733	New	+$281K	﹤0.01%	1829

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

Mariner's USTB Position: Q1 2026 in Review

Mariner reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 15% in Q1 2026, selling an estimated $249K and leaving 27,215 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Mariner first reported a position in USTB in Q3 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q3 2024. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Mariner held 27,215 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.38M as of Q1 2026.
Mariner sold 4,886 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $249K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1751 holding.
Mariner first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
Mariner's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $13.4M in Q3 2024.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.