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OneAscent Family Office’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

OneAscent Family Office’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 		$302K Buy
5,969
+1,353
+29% +$68.8K 0.21% 118
2025
Q4 		$235K Buy
4,616
+129
+3% +$6.57K 0.16% 148
2025
Q3 		$229K Buy
+4,487
New +$228K 0.19% 134

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

OneAscent Family Office's USTB Position: Q1 2026 in Review

OneAscent Family Office increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 29% in Q1 2026, buying an estimated $68.8K and bringing the position to 5,969 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #118.

OneAscent Family Office first reported a position in USTB in Q3 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • OneAscent Family Office held 5,969 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $302K as of Q1 2026.
  • OneAscent Family Office bought 1,353 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $68.8K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.21% of OneAscent Family Office's portfolio in Q1 2026, its #118 holding.
  • OneAscent Family Office first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.