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

Toth Financial 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	$11.2M	Buy	221,722 +11,206	+5%	+$567K	1.1%	26
2026 Q1	$10.6M	Buy	210,516 +19,742	+10%	+$1M	1.17%	26
2025 Q4	$9.7M	Buy	190,774 +16,403	+9%	+$835K	1.05%	28
2025 Q3	$8.89M	Buy	174,371 +4,473	+3%	+$227K	0.96%	33
2025 Q2	$8.63M	Sell	169,898 -5,279	-3%	-$267K	1.01%	31
2025 Q1	$8.87M	Buy	175,177 +10,390	+6%	+$524K	1.07%	31
2024 Q4	$8.27M	Buy	164,787 +1,202	+0.7%	+$60.6K	0.97%	34
2024 Q3	$8.31M	Buy	163,585 +3,516	+2%	+$177K	0.98%	37
2024 Q2	$7.97M	Buy	160,069 +2,094	+1%	+$104K	1.01%	35
2024 Q1	$7.87M	Buy	157,975 +8,825	+6%	+$438K	0.99%	36
2023 Q4	$7.4M	Buy	149,150 +1,853	+1%	+$90.8K	1%	35
2023 Q3	$7.21M	Sell	147,297 -5,052	-3%	-$247K	1.1%	33
2023 Q2	$7.45M	Sell	152,349 -8,581	-5%	-$420K	1.08%	31
2023 Q1	$7.89M	Sell	160,930 -6,184	-4%	-$303K	1.23%	26
2022 Q4	$8.13M	Sell	167,114 -12,526	-7%	-$607K	1.32%	23
2022 Q3	$8.7M	Sell	179,640 -30,490	-15%	-$1.49M	1.57%	12
2022 Q2	$10.3M	Sell	210,130 -46,494	-18%	-$2.3M	1.79%	10
2022 Q1	$12.8M	Sell	256,624 -70,947	-22%	-$3.59M	1.91%	9
2021 Q4	$16.8M	Sell	327,571 -35,572	-10%	-$1.83M	2.29%	5
2021 Q3	$18.8M	Buy	363,143 +5,735	+2%	+$298K	2.86%	2
2021 Q2	$18.6M	Buy	357,408 +48,547	+16%	+$2.52M	2.83%	2
2021 Q1	$16M	Buy	308,861 +12,048	+4%	+$624K	2.55%	3
2020 Q4	$15.4M	Buy	296,813 +7,129	+2%	+$369K	2.64%	4
2020 Q3	$15M	Buy	289,684 +83,816	+41%	+$4.33M	2.88%	3
2020 Q2	$10.6M	Buy	205,868 +130,682	+174%	+$6.6M	2.29%	9
2020 Q1	$3.71M	Buy	75,186 +38,385	+104%	+$1.94M	1.07%	36
2019 Q4	$1.86M	Buy	+36,801	New	+$1.86M	0.38%	71

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Toth Financial Advisory's USTB Position: Q2 2026 in Review

Toth Financial Advisory increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 5.3% in Q2 2026, buying an estimated $567K and bringing the position to 221,722 shares worth $11.2M. The position accounts for 1.1% of the portfolio, ranked #26.

Toth Financial Advisory first reported a position in USTB in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.8M in Q3 2021. 23 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

Toth Financial Advisory held 221,722 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $11.2M as of Q2 2026.
Toth Financial Advisory bought 11,206 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $567K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.1% of Toth Financial Advisory's portfolio in Q2 2026, its #26 holding.
Toth Financial Advisory first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
Toth Financial Advisory's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $18.8M in Q3 2021.
23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.