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

Betterment 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	$487K	Buy	10,397 +1,979	+24%	+$92.7K	﹤0.01%	489
2026 Q1	$396K	Buy	8,418 +2,106	+33%	+$99.8K	﹤0.01%	481
2025 Q4	$299K	Buy	6,312 +318	+5%	+$15.1K	﹤0.01%	497
2025 Q3	$285K	Buy	5,994 +429	+8%	+$20.2K	﹤0.01%	465
2025 Q2	$262K	Sell	5,565 -252	-4%	-$11.7K	﹤0.01%	454
2025 Q1	$273K	Sell	5,817 -858	-13%	-$39.8K	﹤0.01%	412
2024 Q4	$307K	Sell	6,675 -7,505	-53%	-$351K	﹤0.01%	384
2024 Q3	$680K	Buy	14,180 +5,243	+59%	+$248K	﹤0.01%	280
2024 Q2	$411K	Buy	+8,937	New	+$409K	﹤0.01%	308

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

Betterment LLC's UITB Position: Q2 2026 in Review

Betterment LLC increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 24% in Q2 2026, buying an estimated $92.7K and bringing the position to 10,397 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Betterment LLC first reported a position in UITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $680K in Q3 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Betterment LLC held 10,397 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $487K as of Q2 2026.
Betterment LLC bought 1,979 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $92.7K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #489 holding.
Betterment LLC first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Betterment LLC's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $680K in Q3 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.