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Aspiriant LLC’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Aspiriant LLC’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 		$1.31M Buy
+28,000
New +$1.31M 0.03% 154

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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

Aspiriant LLC's UITB Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026: 28,000 shares worth $1.31M. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Aspiriant LLC held 28,000 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.31M as of Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF was a new Aspiriant LLC position in Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.03% of Aspiriant LLC's portfolio in Q2 2026, its #154 holding.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.