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

Pinnacle Wealth Management Group’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 Q3	$17.2M	Buy	345,231 +164,671	+91%	+$8.29M	7.89%	1
2026 Q2	$9.14M	Buy	180,560 +1,786	+1%	+$90.4K	4.26%	4
2026 Q1	$9.04M	Buy	178,774 +19,915	+13%	+$1.01M	4.44%	2
2025 Q4	$8.08M	Buy	158,859 +6,785	+4%	+$345K	4.03%	4
2025 Q3	$7.75M	Buy	152,074 +6,533	+4%	+$332K	3.98%	4
2025 Q2	$7.4M	Buy	145,541 +6,569	+5%	+$332K	4.24%	4
2025 Q1	$7.04M	Buy	138,972 +3,825	+3%	+$193K	4.91%	4
2024 Q4	$6.78M	Buy	135,147 +9,284	+7%	+$468K	4.23%	4
2024 Q3	$6.4M	Buy	+125,863	New	+$6.34M	4.04%	4

Other funds holding USTB

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Pinnacle Wealth Management Group's USTB Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 91% in Q3 2026, buying an estimated $8.29M and bringing the position to 345,231 shares worth $17.2M. The position accounts for 7.89% of the portfolio, ranked #1.

Pinnacle Wealth Management Group first reported a position in USTB in Q3 2024 and has held it in 9 quarters since. 50 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

Pinnacle Wealth Management Group held 345,231 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $17.2M as of Q3 2026.
Pinnacle Wealth Management Group bought 164,671 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $8.29M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 7.89% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #1 holding.
Pinnacle Wealth Management Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and has held it in 9 quarters since.
50 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.