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SWMG LLC’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

SWMG LLC’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 		$675K Sell
13,392
-207
-2% -$10.5K 0.16% 50
2026
Q1 		$688K Sell
13,599
-738
-5% -$37.5K 0.2% 54
2025
Q4 		$732K Sell
14,337
-175
-1% -$8.91K 0.2% 51
2025
Q3 		$740K Sell
14,512
-863
-6% -$43.9K 0.22% 55
2025
Q2 		$779K Buy
15,375
+57
+0.4% +$2.88K 0.26% 51
2025
Q1 		$773K Sell
15,318
-974
-6% -$49.1K 0.31% 45
2024
Q4 		$819K Buy
16,292
+1,026
+7% +$51.7K 0.33% 46
2024
Q3 		$767K Sell
15,266
-3,995
-21% -$201K 0.32% 48
2024
Q2 		$959K Sell
19,261
-439
-2% -$21.8K 0.43% 42
2024
Q1 		$982K Buy
19,700
+302
+2% +$15K 0.44% 40
2023
Q4 		$962K Buy
19,398
+836
+5% +$40.9K 0.46% 40
2023
Q3 		$908K Buy
18,562
+11,651
+169% +$571K 0.48% 39
2023
Q2 		$338K Buy
+6,911
New +$339K 0.18% 65

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
WA
Winter & Associates St. Paul, Minnesota $133M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

SWMG LLC's USTB Position: Q2 2026 in Review

SWMG LLC reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1.5% in Q2 2026, selling an estimated $10.5K and leaving 13,392 shares worth $675K. The position accounts for 0.16% of the portfolio, ranked #50.

SWMG LLC first reported a position in USTB in Q2 2023 and has held it in 13 quarters since. The position peaked at $982K in Q1 2024. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • SWMG LLC held 13,392 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $675K as of Q2 2026.
  • SWMG LLC sold 207 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $10.5K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.16% of SWMG LLC's portfolio in Q2 2026, its #50 holding.
  • SWMG LLC first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • SWMG LLC's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $982K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.