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

PrairieView Wealth Partners’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	$254K	Sell	5,013 -1,266	-20%	-$64.4K	0.21%	29
2025 Q4	$319K	Hold	6,279	–	–	0.29%	28
2025 Q3	$320K	Sell	6,279 -13	-0.2%	-$661	0.3%	26
2025 Q2	$320K	Hold	6,292	–	–	0.33%	25
2025 Q1	$319K	Sell	6,292 -1,569	-20%	-$79.1K	0.39%	16
2024 Q4	$395K	Sell	7,861 -2,153	-21%	-$108K	0.43%	13
2024 Q3	$509K	Sell	10,014 -207,663	-95%	-$10.5M	0.55%	12
2024 Q2	$10.8M	Buy	217,677 +4,494	+2%	+$223K	9.24%	7
2024 Q1	$10.6M	Buy	+213,183	New	+$10.6M	9.64%	5

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

PrairieView Wealth Partners's USTB Position: Q1 2026 in Review

PrairieView Wealth Partners reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 20% in Q1 2026, selling an estimated $64.4K and leaving 5,013 shares worth $254K. The position accounts for 0.21% of the portfolio, ranked #29.

PrairieView Wealth Partners first reported a position in USTB in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q2 2024. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

PrairieView Wealth Partners held 5,013 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $254K as of Q1 2026.
PrairieView Wealth Partners sold 1,266 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $64.4K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.21% of PrairieView Wealth Partners's portfolio in Q1 2026, its #29 holding.
PrairieView Wealth Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
PrairieView Wealth Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $10.8M in Q2 2024.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on PrairieView Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.