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

MONECO 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	–	Sell	-4,699	Closed	-$238K	–	619
2026 Q1	$238K	Buy	+4,699	New	+$239K	0.02%	460
2025 Q1	–	Sell	-17,336	Closed	-$870K	–	496
2024 Q4	$870K	Buy	17,336 +1,533	+10%	+$77.2K	0.09%	194
2024 Q3	$803K	Buy	+15,803	New	+$797K	0.1%	186

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

MONECO Advisors's USTB Position: Q2 2026 in Review

MONECO Advisors sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026, closing a stake of 4,699 shares — an estimated $238K sold.

MONECO Advisors first reported a position in USTB in Q3 2024 and held it in 3 quarters. The position peaked at $870K in Q4 2024. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

MONECO Advisors reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
MONECO Advisors sold 4,699 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $238K.
MONECO Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and held it in 3 quarters.
MONECO Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $870K in Q4 2024.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.