Avaii Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Avaii Wealth Management’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	$549K	Buy	11,712 +24	+0.2%	+$1.12K	0.16%	85
2026 Q1	$550K	Buy	11,688 +946	+9%	+$44.8K	0.19%	67
2025 Q4	$509K	Buy	10,742 +996	+10%	+$47.4K	0.18%	73
2025 Q3	$463K	Sell	9,746 -335	-3%	-$15.8K	0.18%	79
2025 Q2	$475K	Buy	10,081 +1,047	+12%	+$48.7K	0.21%	59
2025 Q1	$424K	Buy	9,034 +602	+7%	+$27.9K	0.23%	63
2024 Q4	$388K	Buy	8,432 +1,453	+21%	+$67.9K	0.19%	71
2024 Q3	$334K	Buy	6,979 +1,422	+26%	+$67.3K	0.17%	85
2024 Q2	$256K	Buy	+5,557	New	+$255K	0.14%	114

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

Avaii Wealth Management's UITB Position: Q2 2026 in Review

Avaii Wealth Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.21% in Q2 2026, buying an estimated $1.12K and bringing the position to 11,712 shares worth $549K. The position accounts for 0.16% of the portfolio, ranked #85.

Avaii Wealth Management first reported a position in UITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $550K in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Avaii Wealth Management held 11,712 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $549K as of Q2 2026.
Avaii Wealth Management bought 24 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $1.12K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.16% of Avaii Wealth Management's portfolio in Q2 2026, its #85 holding.
Avaii Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Avaii Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $550K in Q1 2026.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.