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

Midwest Capital Advisors’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	$6.07M	Buy	119,864 +8,290	+7%	+$419K	2.46%	11
2026 Q1	$5.64M	Buy	111,574 +7,427	+7%	+$378K	2.64%	12
2025 Q4	$5.29M	Buy	104,147 +399	+0.4%	+$20.3K	2.54%	13
2025 Q3	$5.29M	Buy	103,748 +5,250	+5%	+$267K	2.55%	13
2025 Q2	$5.01M	Buy	98,498 +3,376	+4%	+$171K	2.64%	14
2025 Q1	$4.82M	Buy	95,122 +3,107	+3%	+$157K	2.96%	10
2024 Q4	$4.62M	Buy	+92,015	New	+$4.64M	3.38%	8

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

Midwest Capital Advisors's USTB Position: Q2 2026 in Review

Midwest Capital Advisors increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 7.4% in Q2 2026, buying an estimated $419K and bringing the position to 119,864 shares worth $6.07M. The position accounts for 2.46% of the portfolio, ranked #11.

Midwest Capital Advisors first reported a position in USTB in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Midwest Capital Advisors held 119,864 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $6.07M as of Q2 2026.
Midwest Capital Advisors bought 8,290 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $419K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 2.46% of Midwest Capital Advisors's portfolio in Q2 2026, its #11 holding.
Midwest Capital Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.