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

Cornerstone 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	$963K	Sell	20,567 -399	-2%	-$18.7K	0.04%	345
2026 Q1	$986K	Buy	20,966 +2,402	+13%	+$114K	0.05%	317
2025 Q4	$879K	Buy	18,564 +2,048	+12%	+$97.4K	0.05%	313
2025 Q3	$785K	Buy	16,516 +479	+3%	+$22.6K	0.04%	324
2025 Q2	$755K	Sell	16,037 -1,142	-7%	-$53.1K	0.05%	320
2025 Q1	$806K	Buy	17,179 +1,011	+6%	+$46.9K	0.05%	285
2024 Q4	$743K	Buy	16,168 +967	+6%	+$45.2K	0.05%	283
2024 Q3	$729K	Buy	+15,201	New	+$719K	0.05%	271

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

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

Cornerstone Wealth Management reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.9% in Q2 2026, selling an estimated $18.7K and leaving 20,567 shares worth $963K. The position accounts for 0.04% of the portfolio, ranked #345.

Cornerstone Wealth Management first reported a position in UITB in Q3 2024 and has held it in 8 quarters since. The position peaked at $986K in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Cornerstone Wealth Management held 20,567 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $963K as of Q2 2026.
Cornerstone Wealth Management sold 399 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $18.7K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #345 holding.
Cornerstone Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Cornerstone Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $986K 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.