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Private Client Services’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Private Client Services’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 		– Sell
-5,004
Closed -$253K – 244
2026
Q1 		$253K Buy
5,004
+180
+4% +$9.16K 0.08% 175
2025
Q4 		$245K Sell
4,824
-20
-0.4% -$1.02K 0.08% 166
2025
Q3 		$247K Buy
+4,844
New +$246K 0.08% 169
2025
Q1 		– Sell
-9,921
Closed -$498K – 211
2024
Q4 		$498K Buy
9,921
+1,960
+25% +$98.7K 0.27% 84
2024
Q3 		$404K Buy
+7,961
New +$401K 0.22% 90

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
WA
Winter & Associates St. Paul, Minnesota $133M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Private Client Services's USTB Position: Q2 2026 in Review

Private Client Services sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026, closing a stake of 5,004 shares — an estimated $253K sold.

Private Client Services first reported a position in USTB in Q3 2024 and held it in 5 quarters. The position peaked at $498K in Q4 2024. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Private Client Services reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Private Client Services sold 5,004 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $253K.
  • Private Client Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2024 and held it in 5 quarters.
  • Private Client Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $498K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.