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Northeast Planning Associates NH’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Northeast Planning Associates NH’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 		$12.2M Sell
264,245
-1,351
-0.5% -$68.4K 9.16% 2
2026
Q1 		$13.4M Buy
265,596
+13,161
+5% +$669K 9.02% 3
2025
Q4 		$12.8M Buy
252,435
+4,344
+2% +$221K 9.07% 3
2025
Q3 		$12.7M Buy
248,091
+4,336
+2% +$220K 10.73% 3
2025
Q2 		$12.4M Sell
243,755
-6,644
-3% -$336K 11.41% 2
2025
Q1 		$12.7M Buy
250,399
+8,360
+3% +$422K 10.53% 3
2024
Q4 		$12.2M Buy
+242,039
New +$12.2M 12.58% 2

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Northeast Planning Associates NH's USTB Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 0.51% in Q2 2026, selling an estimated $68.4K and leaving 264,245 shares worth $12.2M. The position accounts for 9.16% of the portfolio, ranked #2.

Northeast Planning Associates NH first reported a position in USTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q1 2026. 61 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Northeast Planning Associates NH held 264,245 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $12.2M as of Q2 2026.
  • Northeast Planning Associates NH sold 1,351 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $68.4K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 9.16% of Northeast Planning Associates NH's portfolio in Q2 2026, its #2 holding.
  • Northeast Planning Associates NH first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Northeast Planning Associates NH's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $13.4M in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.