Morgan Stanley
USTB icon

Morgan Stanley’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Morgan Stanley’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
Q1 		$128M Buy
2,528,426
+354,900
+16% +$18.1M 0.01% 1240
2025
Q4 		$111M Buy
2,173,526
+486,138
+29% +$24.7M 0.01% 1365
2025
Q3 		$86M Buy
1,687,388
+746,899
+79% +$38M 0.01% 1536
2025
Q2 		$47.8M Buy
940,489
+315,551
+50% +$15.9M ﹤0.01% 1975
2025
Q1 		$31.7M Buy
624,938
+73,545
+13% +$3.71M ﹤0.01% 2233
2024
Q4 		$27.7M Sell
551,393
-116,166
-17% -$5.85M ﹤0.01% 2432
2024
Q3 		$33.9M Buy
667,559
+212,228
+47% +$10.7M ﹤0.01% 2243
2024
Q2 		$22.7M Buy
455,331
+71,000
+18% +$3.53M ﹤0.01% 2513
2024
Q1 		$19.2M Sell
384,331
-301,623
-44% -$15M ﹤0.01% 2749
2023
Q4 		$34M Buy
685,954
+407,254
+146% +$19.9M ﹤0.01% 2847
2023
Q3 		$13.6M Sell
278,700
-55,318
-17% -$2.71M ﹤0.01% 2841
2023
Q2 		$16.3M Sell
334,018
-112,920
-25% -$5.53M ﹤0.01% 2678
2023
Q1 		$21.9M Sell
446,938
-170,493
-28% -$8.35M ﹤0.01% 2322
2022
Q4 		$30M Buy
617,431
+358,960
+139% +$17.4M ﹤0.01% 1952
2022
Q3 		$12.5M Buy
258,471
+222,148
+612% +$10.9M ﹤0.01% 2723
2022
Q2 		$1.78M Sell
36,323
-25,160
-41% -$1.24M ﹤0.01% 4624
2022
Q1 		$3.07M Buy
61,483
+11,414
+23% +$578K ﹤0.01% 4180
2021
Q4 		$2.57M Buy
50,069
+23,567
+89% +$1.21M ﹤0.01% 4379
2021
Q3 		$1.37M Buy
26,502
+10,245
+63% +$532K ﹤0.01% 4843
2021
Q2 		$844K Buy
16,257
+1,894
+13% +$98.2K ﹤0.01% 5185
2021
Q1 		$743K Sell
14,363
-5,068
-26% -$263K ﹤0.01% 4917
2020
Q4 		$1.01M Buy
19,431
+7,880
+68% +$408K ﹤0.01% 4665
2020
Q3 		$598K Sell
11,551
-4,182
-27% -$216K ﹤0.01% 4551
2020
Q2 		$809K Buy
15,733
+2,152
+16% +$109K ﹤0.01% 4321
2020
Q1 		$669K Sell
13,581
-9,363
-41% -$474K ﹤0.01% 4216
2019
Q4 		$1.16M Buy
+22,944
New +$1.16M ﹤0.01% 4439

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Morgan Stanley's USTB Position: Q1 2026 in Review

Morgan Stanley increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 16% in Q1 2026, buying an estimated $18.1M and bringing the position to 2,528,426 shares worth $128M. The position accounts for 0.01% of the portfolio, ranked #1240.

Morgan Stanley first reported a position in USTB in Q4 2019 and has held it in 26 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Morgan Stanley held 2,528,426 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $128M as of Q1 2026.
  • Morgan Stanley bought 354,900 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $18.1M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1240 holding.
  • Morgan Stanley first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.