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Merit Financial Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Merit Financial Group’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 		$149M Buy
2,939,884
+116,973
+4% +$5.92M 0.91% 20
2026
Q1 		$143M Buy
2,822,911
+224,216
+9% +$11.4M 1.06% 18
2025
Q4 		$132M Buy
2,598,695
+167,898
+7% +$8.55M 1.06% 18
2025
Q3 		$124M Buy
2,430,797
+2,389,445
+5,778% +$121M 1.14% 19
2025
Q2 		$2.1M Sell
41,352
-8,669
-17% -$438K 0.02% 503
2025
Q1 		$2.53M Sell
50,021
-4,642
-8% -$234K 0.04% 362
2024
Q4 		$2.74M Buy
+54,663
New +$2.75M 0.05% 294

Other funds holding USTB

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
WA
Winter & Associates St. Paul, Minnesota $133M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's USTB Position: Q2 2026 in Review

Merit Financial Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 4.1% in Q2 2026, buying an estimated $5.92M and bringing the position to 2,939,884 shares worth $149M. The position accounts for 0.91% of the portfolio, ranked #20.

Merit Financial Group first reported a position in USTB in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Merit Financial Group held 2,939,884 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $149M as of Q2 2026.
  • Merit Financial Group bought 116,973 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $5.92M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.91% of Merit Financial Group's portfolio in Q2 2026, its #20 holding.
  • Merit Financial Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.