Silver Oak Securities’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Silver Oak Securities’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	$1.26M	Buy	24,926 +679	+3%	+$34.5K	0.09%	220
2025 Q4	$1.23M	Sell	24,247 -5	-0%	-$255	0.08%	241
2025 Q3	$1.24M	Sell	24,252 -4,242	-15%	-$216K	0.09%	222
2025 Q2	$1.45M	Sell	28,494 -70	-0.2%	-$3.54K	0.12%	181
2025 Q1	$1.45M	Sell	28,564 -105	-0.4%	-$5.29K	0.13%	169
2024 Q4	$1.44M	Buy	+28,669	New	+$1.44M	0.13%	160

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

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

Silver Oak Securities's USTB Position: Q1 2026 in Review

Silver Oak Securities increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 2.8% in Q1 2026, buying an estimated $34.5K and bringing the position to 24,926 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #220.

Silver Oak Securities first reported a position in USTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q2 2025. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Silver Oak Securities held 24,926 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.26M as of Q1 2026.
Silver Oak Securities bought 679 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $34.5K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.09% of Silver Oak Securities's portfolio in Q1 2026, its #220 holding.
Silver Oak Securities first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Silver Oak Securities's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.45M in Q2 2025.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.