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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
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SHP Wealth Management's USTB Position: Q1 2026 in Review

SHP Wealth Management increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 63,101% in Q1 2026, buying an estimated $63.4M and bringing the position to 1,248,215 shares worth $63.1M. The position accounts for 4.76% of the portfolio, ranked #6.

SHP Wealth Management first reported a position in USTB in Q4 2025 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • SHP Wealth Management held 1,248,215 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $63.1M as of Q1 2026.
  • SHP Wealth Management bought 1,246,240 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $63.4M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 4.76% of SHP Wealth Management's portfolio in Q1 2026, its #6 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 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.