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Modern Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Modern 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 		$21.4K Buy
+422
New +$21.4K ﹤0.01% 1104

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

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

Modern Wealth Management opened a new position in Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026: 422 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings.

149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Modern Wealth Management held 422 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $21.4K as of Q2 2026.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF was a new Modern Wealth Management position in Q2 2026.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1104 holding.
  • 149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.