Smith Thornton Advisors’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Smith Thornton Advisors’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	$7.13M	Buy	141,546 +10,243	+8%	+$518K	3.14%	3
2026 Q1	$6.64M	Buy	131,303 +6,815	+5%	+$347K	3.34%	4
2025 Q4	$6.33M	Buy	124,488 +8,449	+7%	+$430K	3.22%	4
2025 Q3	$5.92M	Buy	116,039 +5,634	+5%	+$286K	3.1%	4
2025 Q2	$5.61M	Sell	110,405 -30,045	-21%	-$1.52M	3.23%	4
2025 Q1	$7.11M	Buy	140,450 +64,311	+84%	+$3.24M	4.43%	2
2024 Q4	$3.82M	Buy	76,139 +2,264	+3%	+$114K	2.42%	6
2024 Q3	$3.75M	Sell	73,875 -535	-0.7%	-$27K	2.47%	5
2024 Q2	$3.71M	Buy	+74,410	New	+$3.7M	2.73%	4

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B 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

Smith Thornton Advisors's USTB Position: Q2 2026 in Review

Smith Thornton Advisors increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 7.8% in Q2 2026, buying an estimated $518K and bringing the position to 141,546 shares worth $7.13M. The position accounts for 3.14% of the portfolio, ranked #3.

Smith Thornton Advisors first reported a position in USTB in Q2 2024 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Smith Thornton Advisors held 141,546 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $7.13M as of Q2 2026.
Smith Thornton Advisors bought 10,243 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $518K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 3.14% of Smith Thornton Advisors's portfolio in Q2 2026, its #3 holding.
Smith Thornton Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.