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Winter & Associates’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Winter & Associates’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 		$18M Buy
355,616
+157,162
+79% +$7.95M 13.53% 1
2026
Q1 		$10M Buy
198,454
+66,016
+50% +$3.36M 8.79% 1
2025
Q4 		$6.73M Buy
+132,438
New +$6.74M 6.22% 1

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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

Winter & Associates's USTB Position: Q2 2026 in Review

Winter & Associates increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 79% in Q2 2026, buying an estimated $7.95M and bringing the position to 355,616 shares worth $18M. The position accounts for 13.53% of the portfolio, ranked #1.

Winter & Associates first reported a position in USTB in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Winter & Associates held 355,616 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $18M as of Q2 2026.
  • Winter & Associates bought 157,162 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $7.95M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 13.53% of Winter & Associates's portfolio in Q2 2026, its #1 holding.
  • Winter & Associates first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.