Samalin Investment Counsel’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Samalin Investment Counsel’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	$2.78M	Sell	54,969 -2,487	-4%	-$126K	0.87%	29
2026 Q1	$2.91M	Sell	57,456 -4,066	-7%	-$207K	1.03%	21
2025 Q4	$3.13M	Buy	61,522 +5,083	+9%	+$259K	1.11%	16
2025 Q3	$2.88M	Buy	56,439 +5,621	+11%	+$286K	0.99%	20
2025 Q2	$2.58M	Sell	50,818 -1,381	-3%	-$69.8K	0.99%	20
2025 Q1	$2.64M	Sell	52,199 -2,306	-4%	-$116K	1.07%	17
2024 Q4	$2.74M	Buy	54,505 +2,586	+5%	+$130K	1.17%	16
2024 Q3	$2.64M	Buy	51,919 +2,127	+4%	+$107K	1.15%	17
2024 Q2	$2.48M	Buy	49,792 +1,671	+3%	+$83K	1.16%	17
2024 Q1	$2.4M	Buy	48,121 +1,273	+3%	+$63.2K	1.14%	18
2023 Q4	$2.32M	Buy	46,848 +279	+0.6%	+$13.7K	1.17%	11
2023 Q3	$2.28M	Buy	+46,569	New	+$2.28M	1.31%	11

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Winter & Associates St. Paul, Minnesota $133M AUM

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $212M AUM

Samalin Investment Counsel's USTB Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 4.3% in Q2 2026, selling an estimated $126K and leaving 54,969 shares worth $2.78M. The position accounts for 0.87% of the portfolio, ranked #29.

Samalin Investment Counsel first reported a position in USTB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.13M in Q4 2025. 52 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Samalin Investment Counsel held 54,969 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $2.78M as of Q2 2026.
Samalin Investment Counsel sold 2,487 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $126K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.87% of Samalin Investment Counsel's portfolio in Q2 2026, its #29 holding.
Samalin Investment Counsel first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Samalin Investment Counsel's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $3.13M in Q4 2025.
52 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.