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 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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

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

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

Planning Directions's USTB Position: Q1 2026 in Review

Planning Directions reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 3.5% in Q1 2026, selling an estimated $12.4K and leaving 6,692 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #71.

Planning Directions first reported a position in USTB in Q4 2025 and has held it in 2 quarters since. The position peaked at $353K in Q4 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Planning Directions held 6,692 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $339K as of Q1 2026.
Planning Directions sold 243 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $12.4K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.17% of Planning Directions's portfolio in Q1 2026, its #71 holding.
Planning Directions first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
Planning Directions's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $353K in Q4 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.