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

REDW Wealth’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	$7.97M	Buy	157,490 +36,805	+30%	+$1.86M	2.86%	11
2026 Q1	$6.1M	Buy	120,685 +57,389	+91%	+$2.92M	2.43%	13
2025 Q4	$3.22M	Buy	63,296 +31,800	+101%	+$1.62M	1.23%	19
2025 Q3	$1.61M	Buy	31,496 +22,600	+254%	+$1.15M	0.61%	34
2025 Q2	$452K	Buy	8,896 +792	+10%	+$40K	0.18%	64
2025 Q1	$410K	Buy	8,104 +2,305	+40%	+$116K	0.15%	63
2024 Q4	$291K	Sell	5,799 -1,001	-15%	-$50.4K	0.1%	82
2024 Q3	$346K	Sell	6,800 -2,670	-28%	-$135K	0.09%	116
2024 Q2	$472K	Buy	9,470 +200	+2%	+$9.93K	0.12%	88
2024 Q1	$462K	Buy	+9,270	New	+$460K	0.12%	88

Other funds holding USTB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

REDW Wealth's USTB Position: Q2 2026 in Review

REDW Wealth increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 30% in Q2 2026, buying an estimated $1.86M and bringing the position to 157,490 shares worth $7.97M. The position accounts for 2.86% of the portfolio, ranked #11.

REDW Wealth first reported a position in USTB in Q1 2024 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

REDW Wealth held 157,490 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $7.97M as of Q2 2026.
REDW Wealth bought 36,805 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.86M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 2.86% of REDW Wealth's portfolio in Q2 2026, its #11 holding.
REDW Wealth first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.