Principal Securities’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-1,520	Closed	-$77.5K	–	3402
2025 Q3	$77.5K	Hold	1,520	–	–	﹤0.01%	1720
2025 Q2	$77.2K	Hold	1,520	–	–	﹤0.01%	1650
2025 Q1	$76.3K	Hold	1,520	–	–	﹤0.01%	1557
2024 Q4	$76.3K	Sell	1,520 -27	-2%	-$1.36K	﹤0.01%	1554
2024 Q3	$78.6K	Buy	1,547 +205	+15%	+$10.3K	﹤0.01%	1500
2024 Q2	$66.8K	Sell	1,342 -1,177	-47%	-$58.5K	﹤0.01%	1480
2024 Q1	$126K	Buy	2,519 +72	+3%	+$3.58K	﹤0.01%	1192
2023 Q4	$121K	Buy	+2,447	New	+$120K	﹤0.01%	1124

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

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

Principal Securities's USTB Position: Q4 2025 in Review

Principal Securities sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2025, closing a stake of 1,520 shares — an estimated $77.5K sold.

Principal Securities first reported a position in USTB in Q4 2023 and held it in 8 quarters. The position peaked at $126K in Q1 2024. 133 funds tracked by Wall St. Rank hold USTB as of Q4 2025.

Principal Securities reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,520 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2025, an estimated $77.5K.
Principal Securities first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $126K in Q1 2024.
133 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.