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

SHP Wealth Management’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	$90.4M	Buy	1,785,374 +537,159	+43%	+$27.2M	6.22%	5
2026 Q1	$63.1M	Buy	1,248,215 +1,246,240	+63,101%	+$63.4M	4.76%	6
2025 Q4	$100K	Buy	+1,975	New	+$101K	0.01%	350

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SHP Wealth Management's USTB Position: Q2 2026 in Review

SHP Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 43% in Q2 2026, buying an estimated $27.2M and bringing the position to 1,785,374 shares worth $90.4M. The position accounts for 6.22% of the portfolio, ranked #5.

SHP Wealth Management 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.

SHP Wealth Management held 1,785,374 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $90.4M as of Q2 2026.
SHP Wealth Management bought 537,159 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $27.2M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 6.22% of SHP Wealth Management's portfolio in Q2 2026, its #5 holding.
SHP Wealth Management 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.