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Sigma Planning Corp’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Sigma Planning Corp’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 		$931K Sell
18,394
-5,625
-23% -$285K 0.02% 622
2026
Q1 		$1.21M Buy
24,019
+889
+4% +$45.2K 0.03% 492
2025
Q4 		$1.18M Buy
23,130
+895
+4% +$45.6K 0.03% 482
2025
Q3 		$1.13M Sell
22,235
-1,986
-8% -$101K 0.03% 479
2025
Q2 		$1.23M Buy
24,221
+3,703
+18% +$187K 0.04% 441
2025
Q1 		$1.04M Buy
20,518
+430
+2% +$21.7K 0.03% 478
2024
Q4 		$1.01M Buy
20,088
+4,424
+28% +$223K 0.03% 483
2024
Q3 		$796K Sell
15,664
-2,200
-12% -$111K 0.02% 572
2024
Q2 		$890K Buy
17,864
+1,895
+12% +$94.1K 0.03% 510
2024
Q1 		$796K Buy
15,969
+9,384
+143% +$466K 0.03% 580
2023
Q4 		$327K Sell
6,585
-13,164
-67% -$645K 0.03% 598
2023
Q3 		$966K Buy
19,749
+6,117
+45% +$300K 0.04% 476
2023
Q2 		$666K Sell
13,632
-130
-0.9% -$6.37K 0.02% 619
2023
Q1 		$675K Buy
+13,762
New +$674K 0.02% 681

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

Sigma Planning Corp's USTB Position: Q2 2026 in Review

Sigma Planning Corp reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 23% in Q2 2026, selling an estimated $285K and leaving 18,394 shares worth $931K. The position accounts for 0.02% of the portfolio, ranked #622.

Sigma Planning Corp first reported a position in USTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Sigma Planning Corp held 18,394 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $931K as of Q2 2026.
  • Sigma Planning Corp sold 5,625 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $285K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #622 holding.
  • Sigma Planning Corp first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Sigma Planning Corp's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.23M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.