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

Rooted Wealth Advisors’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 		$4.98M Buy
98,438
+27,353
+38% +$1.38M 1.22% 21
2026
Q1 		$3.6M Buy
71,085
+23,966
+51% +$1.22M 0.95% 30
2025
Q4 		$2.4M Buy
+47,119
New +$2.4M 0.68% 34

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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

Rooted Wealth Advisors's USTB Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 38% in Q2 2026, buying an estimated $1.38M and bringing the position to 98,438 shares worth $4.98M. The position accounts for 1.22% of the portfolio, ranked #21.

Rooted Wealth Advisors first reported a position in USTB in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Rooted Wealth Advisors held 98,438 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $4.98M as of Q2 2026.
  • Rooted Wealth Advisors bought 27,353 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.38M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.22% of Rooted Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Rooted Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.