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

NewEdge 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	-808	Closed	-$40.9K	–	4394
2026 Q1	$40.9K	Sell	808 -2,280	-74%	-$116K	﹤0.01%	2988
2025 Q4	$157K	Buy	+3,088	New	+$157K	﹤0.01%	2651
2025 Q3	–	Sell	-1,336	Closed	-$67.9K	–	4256
2025 Q2	$67.9K	Hold	1,336	–	–	﹤0.01%	2571
2025 Q1	$67.7K	Hold	1,336	–	–	﹤0.01%	2434
2024 Q4	$67.1K	Hold	1,336	–	–	﹤0.01%	2413
2024 Q3	$67.9K	Hold	1,336	–	–	﹤0.01%	2329
2024 Q2	$66.5K	Hold	1,336	–	–	﹤0.01%	2249
2024 Q1	$66.6K	Hold	1,336	–	–	﹤0.01%	2203
2023 Q4	$66.3K	Buy	+1,336	New	+$65.4K	﹤0.01%	2115
2023 Q1	–	Sell	-54	Closed	-$3	–	4143
2022 Q4	$3	Buy	+54	New	+$2.62K	﹤0.01%	3913

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

NewEdge Advisors's USTB Position: Q2 2026 in Review

NewEdge Advisors sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026, closing a stake of 808 shares — an estimated $40.9K sold.

NewEdge Advisors first reported a position in USTB in Q4 2022 and held it in 10 quarters. The position peaked at $157K in Q4 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

NewEdge Advisors reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 808 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $40.9K.
NewEdge Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2022 and held it in 10 quarters.
NewEdge Advisors's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $157K in Q4 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.