AssetMark Inc’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

AssetMark Inc’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	$609	Hold	13	–	–	﹤0.01%	3253
2026 Q1	$611	Hold	13	–	–	﹤0.01%	3146
2025 Q4	$616	Hold	13	–	–	﹤0.01%	3061
2025 Q3	$618	Hold	13	–	–	﹤0.01%	2894
2025 Q2	$612	Buy	+13	New	+$605	﹤0.01%	2708

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

AssetMark Inc's UITB Position: Q2 2026 in Review

AssetMark Inc held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q2 2026 at 13 shares worth $609. The position accounts for ﹤0.01% of the portfolio, ranked #3253.

AssetMark Inc first reported a position in UITB in Q2 2025 and has held it in 5 quarters since. The position peaked at $618 in Q3 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

AssetMark Inc held 13 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $609 as of Q2 2026.
AssetMark Inc left its Victory Portfolios II VictoryShares Core Intermediate Bond ETF share count unchanged in Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3253 holding.
AssetMark Inc first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2025 and has held it in 5 quarters since.
AssetMark Inc's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $618 in Q3 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.