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

Octavia Wealth 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	$424K	Buy	8,370 +563	+7%	+$28.5K	0.04%	138
2026 Q1	$395K	Buy	7,807 +328	+4%	+$16.7K	0.04%	152
2025 Q4	$380K	Buy	7,479 +1,719	+30%	+$87.5K	0.04%	161
2025 Q3	$294K	Buy	5,760 +140	+2%	+$7.11K	0.03%	197
2025 Q2	$286K	Buy	5,620 +24	+0.4%	+$1.21K	0.03%	169
2025 Q1	$283K	Sell	5,596 -389	-6%	-$19.6K	0.03%	171
2024 Q4	$300K	Buy	5,985 +1,645	+38%	+$82.9K	0.04%	164
2024 Q3	$221K	Buy	+4,340	New	+$219K	0.03%	206

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

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

Winter & Associates St. Paul, Minnesota $133M AUM

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Octavia Wealth Advisors's USTB Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 7.2% in Q2 2026, buying an estimated $28.5K and bringing the position to 8,370 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #138.

Octavia Wealth Advisors first reported a position in USTB in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Octavia Wealth Advisors held 8,370 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $424K as of Q2 2026.
Octavia Wealth Advisors bought 563 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $28.5K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Octavia Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.