Stonebridge Financial Group (Pennsylvania)’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$46.9M	Buy	927,201 +45,870	+5%	+$2.32M	3.56%	4
2026 Q1	$44.6M	Buy	881,331 +119,772	+16%	+$6.09M	3.67%	4
2025 Q4	$38.7M	Buy	761,559 +69,053	+10%	+$3.51M	3.31%	4
2025 Q3	$35.3M	Buy	692,506 +141,511	+26%	+$7.19M	3.11%	6
2025 Q2	$28M	Buy	550,995 +301,786	+121%	+$15.2M	2.72%	7
2025 Q1	$12.6M	Buy	+249,209	New	+$12.6M	1.34%	20

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Stonebridge Financial Group (Pennsylvania)'s USTB Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 5.2% in Q2 2026, buying an estimated $2.32M and bringing the position to 927,201 shares worth $46.9M. The position accounts for 3.56% of the portfolio, ranked #4.

Stonebridge Financial Group (Pennsylvania) first reported a position in USTB in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 927,201 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $46.9M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 45,870 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $2.32M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 3.56% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #4 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.