UBS Group’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

UBS Group’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	$6.04M	Sell	119,371 -91,054	-43%	-$4.61M	﹤0.01%	3960
2026 Q1	$10.6M	Sell	210,425 -8,887	-4%	-$452K	﹤0.01%	3260
2025 Q4	$11.1M	Buy	219,312 +25,791	+13%	+$1.31M	﹤0.01%	3170
2025 Q3	$9.87M	Buy	193,521 +17,421	+10%	+$885K	﹤0.01%	3304
2025 Q2	$8.95M	Buy	176,100 +57,773	+49%	+$2.92M	﹤0.01%	3194
2025 Q1	$5.99M	Buy	118,327 +6,903	+6%	+$348K	﹤0.01%	3601
2024 Q4	$5.59M	Buy	111,424 +21,024	+23%	+$1.06M	﹤0.01%	3713
2024 Q3	$4.59M	Sell	90,400 -15,133	-14%	-$763K	﹤0.01%	3161
2024 Q2	$5.26M	Buy	105,533 +89,865	+574%	+$4.46M	﹤0.01%	2837
2024 Q1	$781K	Buy	15,668 +5,767	+58%	+$286K	﹤0.01%	4808
2023 Q4	$491K	Sell	9,901 -11,894	-55%	-$583K	﹤0.01%	5126
2023 Q3	$1.07M	Buy	21,795 +21,516	+7,712%	+$1.05M	﹤0.01%	4012
2023 Q2	$13.6K	Sell	279 -1,765	-86%	-$86.5K	﹤0.01%	7035
2023 Q1	$100K	Buy	2,044 +1,193	+140%	+$58.4K	﹤0.01%	5905
2022 Q4	$41.4K	Buy	+851	New	+$41.3K	﹤0.01%	6947
2022 Q3	–	Sell	-700	Closed	-$34K	–	10960
2022 Q2	$34K	Sell	700 -2,315	-77%	-$114K	﹤0.01%	6272
2022 Q1	$150K	Buy	3,015 +1,915	+174%	+$96.9K	﹤0.01%	5596
2021 Q4	$56K	Buy	+1,100	New	+$56.7K	﹤0.01%	6798
2021 Q3	–	Sell	-184	Closed	-$10K	–	10118
2021 Q2	$10K	Sell	184 -1,882	-91%	-$97.6K	﹤0.01%	8063
2021 Q1	$107K	Buy	+2,066	New	+$107K	﹤0.01%	5915
2020 Q4	–	Sell	-58	Closed	-$3K	–	8784
2020 Q3	$3K	Sell	58 -732	-93%	-$37.8K	﹤0.01%	7567
2020 Q2	$41K	Buy	+790	New	+$39.9K	﹤0.01%	6040
2019 Q4	–	Sell	-154	Closed	-$8K	–	8432
2019 Q3	$8K	Buy	154 +48	+45%	+$2.43K	﹤0.01%	7296
2019 Q2	$5K	Buy	+106	New	+$5.33K	﹤0.01%	7394
2018 Q3	–	Sell	-169	Closed	-$8K	–	8284
2018 Q2	$8K	Sell	169 -100	-37%	-$4.95K	﹤0.01%	7279
2018 Q1	$13K	Buy	+269	New	+$13.4K	﹤0.01%	6727

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

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

UBS Group's USTB Position: Q2 2026 in Review

UBS Group reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 43% in Q2 2026, selling an estimated $4.61M and leaving 119,371 shares worth $6.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3960.

UBS Group first reported a position in USTB in Q1 2018 and has held it in 26 quarters since. The position peaked at $11.1M in Q4 2025. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

UBS Group held 119,371 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $6.04M as of Q2 2026.
UBS Group sold 91,054 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $4.61M.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3960 holding.
UBS Group first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
UBS Group's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $11.1M in Q4 2025.
149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.