SPIA
USTB icon

Steward Partners Investment Advisory’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Steward Partners Investment Advisory’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 		$10.9M Buy
214,983
+34,559
+19% +$1.75M 0.06% 322
2026
Q1 		$9.13M Buy
180,424
+130,578
+262% +$6.64M 0.05% 350
2025
Q4 		$2.53M Buy
49,846
+4,755
+11% +$242K 0.01% 694
2025
Q3 		$2.3M Buy
45,091
+1,493
+3% +$75.9K 0.01% 728
2025
Q2 		$2.22M Buy
+43,598
New +$2.2M 0.02% 686

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

Steward Partners Investment Advisory's USTB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 19% in Q2 2026, buying an estimated $1.75M and bringing the position to 214,983 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #322.

Steward Partners Investment Advisory first reported a position in USTB in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Steward Partners Investment Advisory held 214,983 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $10.9M as of Q2 2026.
  • Steward Partners Investment Advisory bought 34,559 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.75M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #322 holding.
  • Steward Partners Investment Advisory first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.