Allworth Financial’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Allworth Financial’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.9M	Sell	510,934 -73,887	-13%	-$3.46M	0.1%	127
2026 Q1	$27.5M	Buy	584,821 +1,521	+0.3%	+$72.1K	0.11%	117
2025 Q4	$27.6M	Buy	583,300 +20,818	+4%	+$990K	0.11%	111
2025 Q3	$26.7M	Buy	562,482 +16,648	+3%	+$784K	0.12%	107
2025 Q2	$25.7M	Buy	545,834 +5,659	+1%	+$263K	0.12%	103
2025 Q1	$25.2M	Buy	540,175 +22,823	+4%	+$1.06M	0.14%	89
2024 Q4	$23.8M	Buy	517,352 +68,907	+15%	+$3.22M	0.13%	94
2024 Q3	$21.5M	Buy	448,445 +27,238	+6%	+$1.29M	0.13%	86
2024 Q2	$19.6M	Buy	421,207 +21,391	+5%	+$980K	0.13%	91
2024 Q1	$18.5M	Buy	399,816 +27,300	+7%	+$1.26M	0.13%	74
2023 Q4	$17.5M	Sell	372,516 -258,201	-41%	-$11.6M	0.13%	67
2023 Q3	$28.1M	Buy	630,717 +87,910	+16%	+$3.99M	0.24%	48
2023 Q2	$25M	Sell	542,807 -664	-0.1%	-$30.8K	0.21%	55
2023 Q1	$25.4M	Buy	543,471 +18,274	+3%	+$847K	0.25%	56
2022 Q4	$23.9M	Buy	525,197 +52,568	+11%	+$2.38M	0.26%	50
2022 Q3	$21.2M	Buy	472,629 +221,284	+88%	+$10.4M	0.27%	53
2022 Q2	$11.9M	Buy	+251,345	New	+$12M	0.16%	79

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

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

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Allworth Financial's UITB Position: Q2 2026 in Review

Allworth Financial reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 13% in Q2 2026, selling an estimated $3.46M and leaving 510,934 shares worth $23.9M. The position accounts for 0.1% of the portfolio, ranked #127.

Allworth Financial first reported a position in UITB in Q2 2022 and has held it in 17 quarters since. The position peaked at $28.1M in Q3 2023. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Allworth Financial held 510,934 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $23.9M as of Q2 2026.
Allworth Financial sold 73,887 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $3.46M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.1% of Allworth Financial's portfolio in Q2 2026, its #127 holding.
Allworth Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Allworth Financial's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $28.1M in Q3 2023.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.