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 Q2	$380K	Buy	7,509 +1,540	+26%	+$77.9K	0.19%	110
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 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 $473M AUM 9.71% 1-Year Est. Return

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 $1.36B AUM 14.31% 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

OneAscent Family Office's USTB Position: Q2 2026 in Review

OneAscent Family Office increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 26% in Q2 2026, buying an estimated $77.9K and bringing the position to 7,509 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #110.

OneAscent Family Office first reported a position in USTB in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

OneAscent Family Office held 7,509 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $380K as of Q2 2026.
OneAscent Family Office bought 1,540 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $77.9K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.19% of OneAscent Family Office's portfolio in Q2 2026, its #110 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 4 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.