Patriot Financial Group Insurance Agency’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Patriot Financial Group Insurance Agency’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	$3.35M	Sell	66,235 -56,005	-46%	-$2.83M	0.34%	80
2026 Q1	$6.18M	Buy	122,240 +73,540	+151%	+$3.74M	0.35%	77
2025 Q4	$2.48M	Buy	+48,700	New	+$2.48M	0.29%	91
2024 Q2	–	Sell	-5,616	Closed	-$280K	–	515
2024 Q1	$280K	Sell	5,616 -700	-11%	-$34.8K	0.04%	383
2023 Q4	$313K	Sell	6,316 -23,642	-79%	-$1.16M	0.06%	321
2023 Q3	$1.47M	Buy	29,958 +14,097	+89%	+$690K	0.3%	77
2023 Q2	$775K	Buy	15,861 +9,265	+140%	+$454K	0.15%	168
2023 Q1	$324K	Buy	+6,596	New	+$323K	0.07%	316
2022 Q3	–	Sell	-463	Closed	-$23K	–	1869
2022 Q2	$23K	Sell	463 -54	-10%	-$2.67K	﹤0.01%	960
2022 Q1	$26K	Hold	517	–	–	﹤0.01%	994
2021 Q4	$27K	Buy	+517	New	+$26.7K	﹤0.01%	1096

Other funds holding USTB

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

GIL

Go Invest LLC West Jordan, Utah $426M AUM

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USTB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 46% in Q2 2026, selling an estimated $2.83M and leaving 66,235 shares worth $3.35M. The position accounts for 0.34% of the portfolio, ranked #80.

Patriot Financial Group Insurance Agency first reported a position in USTB in Q4 2021 and has held it in 11 quarters since. The position peaked at $6.18M in Q1 2026. 89 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Patriot Financial Group Insurance Agency held 66,235 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $3.35M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 56,005 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $2.83M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.34% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #80 holding.
Patriot Financial Group Insurance Agency first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and has held it in 11 quarters since.
Patriot Financial Group Insurance Agency's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $6.18M in Q1 2026.
89 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.