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

Miller Financial Services’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 Q3	$1.76M	Buy	35,321 +6,020	+21%	+$303K	1.34%	17
2026 Q2	$1.48M	Buy	29,301 +7,131	+32%	+$361K	1.19%	18
2026 Q1	$1.12M	Buy	22,170 +15,385	+227%	+$783K	1.23%	25
2025 Q4	$345K	Buy	+6,785	New	+$345K	0.4%	71

Other funds holding USTB

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Miller Financial Services's USTB Position: Q3 2026 in Review

Miller Financial Services increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 21% in Q3 2026, buying an estimated $303K and bringing the position to 35,321 shares worth $1.76M. The position accounts for 1.34% of the portfolio, ranked #17.

Miller Financial Services first reported a position in USTB in Q4 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

Miller Financial Services held 35,321 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.76M as of Q3 2026.
Miller Financial Services bought 6,020 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $303K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.34% of Miller Financial Services's portfolio in Q3 2026, its #17 holding.
Miller Financial Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.