Sonoma Allocations’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Sonoma Allocations’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	–	Sell	-5,697	Closed	-$288K	–	155
2026 Q1	$288K	Sell	5,697 -2,899	-34%	-$147K	0.1%	128
2025 Q4	$438K	Sell	8,596 -5,641	-40%	-$287K	0.15%	87
2025 Q3	$726K	Buy	+14,237	New	+$723K	0.26%	51

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

Sonoma Allocations's USTB Position: Q2 2026 in Review

Sonoma Allocations sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q2 2026, closing a stake of 5,697 shares — an estimated $288K sold.

Sonoma Allocations first reported a position in USTB in Q3 2025 and held it in 3 quarters. The position peaked at $726K in Q3 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Sonoma Allocations reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Sonoma Allocations sold 5,697 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $288K.
Sonoma Allocations first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2025 and held it in 3 quarters.
Sonoma Allocations's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $726K in Q3 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.