Stifel Financial’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Stifel Financial’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	$17.4M	Buy	343,042 +35,415	+12%	+$1.79M	0.01%	741
2026 Q1	$15.6M	Buy	307,627 +64,217	+26%	+$3.27M	0.01%	740
2025 Q4	$12.4M	Buy	243,410 +52,008	+27%	+$2.65M	0.01%	849
2025 Q3	$9.76M	Buy	191,402 +20,775	+12%	+$1.06M	0.01%	960
2025 Q2	$8.67M	Buy	170,627 +18,944	+12%	+$957K	0.01%	961
2025 Q1	$7.68M	Buy	151,683 +113,928	+302%	+$5.75M	0.01%	974
2024 Q4	$1.9M	Sell	37,755 -13,696	-27%	-$690K	﹤0.01%	1815
2024 Q3	$2.61M	Buy	51,451 +4,192	+9%	+$211K	﹤0.01%	1607
2024 Q2	$2.35M	Sell	47,259 -11,764	-20%	-$584K	﹤0.01%	1612
2024 Q1	$2.94M	Sell	59,023 -16,136	-21%	-$801K	﹤0.01%	1460
2023 Q4	$3.73M	Sell	75,159 -21,328	-22%	-$1.04M	﹤0.01%	1272
2023 Q3	$4.72M	Buy	96,487 +15,227	+19%	+$746K	0.01%	1056
2023 Q2	$3.97M	Sell	81,260 -46,306	-36%	-$2.27M	0.01%	1181
2023 Q1	$6.26M	Buy	127,566 +72,693	+132%	+$3.56M	0.01%	896
2022 Q4	$2.67M	Sell	54,873 -22,891	-29%	-$1.11M	﹤0.01%	1317
2022 Q3	$3.77M	Sell	77,764 -136	-0.2%	-$6.67K	0.01%	1087
2022 Q2	$3.81M	Buy	+77,900	New	+$3.85M	0.01%	1103

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

Stifel Financial's USTB Position: Q2 2026 in Review

Stifel Financial increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 12% in Q2 2026, buying an estimated $1.79M and bringing the position to 343,042 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #741.

Stifel Financial first reported a position in USTB in Q2 2022 and has held it in 17 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Stifel Financial held 343,042 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $17.4M as of Q2 2026.
Stifel Financial bought 35,415 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $1.79M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #741 holding.
Stifel Financial first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.