Stifel Financial
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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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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

Stifel Financial's USTB Position: Q1 2026 in Review

Stifel Financial increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 26% in Q1 2026, buying an estimated $3.27M and bringing the position to 307,627 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #740.

Stifel Financial first reported a position in USTB in Q2 2022 and has held it in 16 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Stifel Financial held 307,627 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $15.6M as of Q1 2026.
  • Stifel Financial bought 64,217 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $3.27M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #740 holding.
  • Stifel Financial first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.