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

Bogart Wealth 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	$102M	Buy	2,172,807 +112,062	+5%	+$5.25M	3.49%	7
2026 Q1	$96.9M	Buy	2,060,745 +70,918	+4%	+$3.36M	3.73%	6
2025 Q4	$94.2M	Buy	1,989,827 +62,873	+3%	+$2.99M	3.78%	6
2025 Q3	$91.6M	Buy	1,926,954 +52,670	+3%	+$2.48M	3.71%	7
2025 Q2	$88.2M	Buy	1,874,284 +72,651	+4%	+$3.38M	3.77%	7
2025 Q1	$84.6M	Buy	1,801,633 +41,389	+2%	+$1.92M	3.99%	5
2024 Q4	$80.9M	Buy	1,760,244 +474,119	+37%	+$22.2M	3.84%	7
2024 Q3	$61.6M	Buy	1,286,125 +19,837	+2%	+$938K	2.92%	7
2024 Q2	$58.3M	Buy	1,266,288 +16,059	+1%	+$736K	2.97%	9
2024 Q1	$58M	Buy	1,250,229 +757,323	+154%	+$35.1M	2.98%	9
2023 Q4	$23.1M	Buy	492,906 +393,722	+397%	+$17.7M	1.3%	16
2023 Q3	$4.42M	Buy	99,184 +99,127	+173,907%	+$4.5M	0.27%	88
2023 Q2	$2.61K	Hold	57	–	–	﹤0.01%	846
2023 Q1	$2.64K	Hold	57	–	–	﹤0.01%	857
2022 Q4	$2.58K	Hold	57	–	–	﹤0.01%	773
2022 Q3	$3K	Hold	57	–	–	﹤0.01%	794
2022 Q2	$3K	Buy	57 +1	+2%	+$48	﹤0.01%	742
2022 Q1	$3K	Sell	56 -111	-66%	-$5.68K	﹤0.01%	646
2021 Q4	$9K	Buy	+167	New	+$8.89K	﹤0.01%	494

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bogart Wealth LLC's UITB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 5.4% in Q2 2026, buying an estimated $5.25M and bringing the position to 2,172,807 shares worth $102M. The position accounts for 3.49% of the portfolio, ranked #7.

Bogart Wealth LLC first reported a position in UITB in Q4 2021 and has held it in 19 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Bogart Wealth LLC held 2,172,807 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $102M as of Q2 2026.
Bogart Wealth LLC bought 112,062 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $5.25M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 3.49% of Bogart Wealth LLC's portfolio in Q2 2026, its #7 holding.
Bogart Wealth LLC first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2021 and has held it in 19 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.