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Concorde Asset Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Concorde Asset 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
Q1 		– Sell
-4,783
Closed -$226K – 248
2025
Q4 		$226K Sell
4,783
-608
-11% -$28.9K 0.09% 206
2025
Q3 		$257K Buy
+5,391
New +$254K 0.11% 184

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Concorde Asset Management's UITB Position: Q1 2026 in Review

Concorde Asset Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2026, closing a stake of 4,783 shares — an estimated $226K sold.

Concorde Asset Management first reported a position in UITB in Q3 2025 and held it in 2 quarters. The position peaked at $257K in Q3 2025. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

  • Concorde Asset Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 4,783 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $226K.
  • Concorde Asset Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Concorde Asset Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $257K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.