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

Perigon Wealth Management’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	$2.1M	Buy	41,524 +12,419	+43%	+$628K	0.03%	402
2026 Q1	$1.47M	Buy	29,105 +2,469	+9%	+$126K	0.03%	437
2025 Q4	$1.35M	Buy	26,636 +6,435	+32%	+$328K	0.02%	462
2025 Q3	$1.03M	Buy	20,201 +8,140	+67%	+$414K	0.02%	494
2025 Q2	$613K	Buy	12,061 +26	+0.2%	+$1.31K	0.01%	619
2025 Q1	$610K	Buy	12,035 +306	+3%	+$15.4K	0.02%	585
2024 Q4	$590K	Sell	11,729 -533	-4%	-$26.9K	0.01%	588
2024 Q3	$623K	Buy	+12,262	New	+$618K	0.02%	553

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 $426M AUM

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 $1.32B AUM 23.07% 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

Perigon Wealth Management's USTB Position: Q2 2026 in Review

Perigon Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 43% in Q2 2026, buying an estimated $628K and bringing the position to 41,524 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #402.

Perigon Wealth Management first reported a position in USTB in Q3 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Perigon Wealth Management held 41,524 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $2.1M as of Q2 2026.
Perigon Wealth Management bought 12,419 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $628K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #402 holding.
Perigon Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.