Creative Financial Designs’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Creative Financial Designs’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	$15.8M	Sell	337,136 -23,968	-7%	-$1.12M	0.75%	32
2026 Q1	$17M	Buy	361,104 +5,447	+2%	+$258K	1.03%	21
2025 Q4	$16.8M	Buy	355,657 +19,784	+6%	+$941K	1.06%	21
2025 Q3	$16M	Buy	335,873 +20,220	+6%	+$952K	1.07%	21
2025 Q2	$14.9M	Buy	315,653 +131,612	+72%	+$6.12M	1.07%	22
2025 Q1	$8.64M	Buy	184,041 +1,648	+0.9%	+$76.4K	0.69%	30
2024 Q4	$8.38M	Buy	182,393 +3,401	+2%	+$159K	0.68%	31
2024 Q3	$8.58M	Buy	+178,992	New	+$8.47M	0.72%	28

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

Creative Financial Designs's UITB Position: Q2 2026 in Review

Creative Financial Designs reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 6.6% in Q2 2026, selling an estimated $1.12M and leaving 337,136 shares worth $15.8M. The position accounts for 0.75% of the portfolio, ranked #32.

Creative Financial Designs first reported a position in UITB in Q3 2024 and has held it in 8 quarters since. The position peaked at $17M in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Creative Financial Designs held 337,136 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $15.8M as of Q2 2026.
Creative Financial Designs sold 23,968 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $1.12M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.75% of Creative Financial Designs's portfolio in Q2 2026, its #32 holding.
Creative Financial Designs first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $17M 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.