Toth Financial Advisory
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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
Q3 		$11.2M Buy
225,351
+3,629
+2% +$183K 1.12% 26
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

GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
StoryOne LLC
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Toth Financial Advisory's USTB Position: Q3 2026 in Review

Toth Financial Advisory increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1.6% in Q3 2026, buying an estimated $183K and bringing the position to 225,351 shares worth $11.2M. The position accounts for 1.12% of the portfolio, ranked #26.

Toth Financial Advisory first reported a position in USTB in Q4 2019 and has held it in 28 quarters since. The position peaked at $18.8M in Q3 2021. 28 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

  • Toth Financial Advisory held 225,351 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $11.2M as of Q3 2026.
  • Toth Financial Advisory bought 3,629 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $183K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 1.12% of Toth Financial Advisory's portfolio in Q3 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 28 quarters since.
  • Toth Financial Advisory's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $18.8M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.