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Planning Directions’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Planning Directions’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 		$343K Buy
6,768
+76
+1% +$3.85K 0.16% 77
2026
Q1 		$339K Sell
6,692
-243
-4% -$12.4K 0.17% 71
2025
Q4 		$353K Buy
+6,935
New +$353K 0.18% 61

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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

Planning Directions's USTB Position: Q2 2026 in Review

Planning Directions increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1.1% in Q2 2026, buying an estimated $3.85K and bringing the position to 6,768 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #77.

Planning Directions first reported a position in USTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q4 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Planning Directions held 6,768 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $343K as of Q2 2026.
  • Planning Directions bought 76 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $3.85K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.16% of Planning Directions's portfolio in Q2 2026, its #77 holding.
  • Planning Directions first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Planning Directions's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $353K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.