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

Cyr Financial’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	$14M	Buy	299,590 +20,733	+7%	+$971K	7.31%	6
2026 Q1	$13.1M	Buy	278,857 +21,020	+8%	+$996K	7.72%	4
2025 Q4	$12.2M	Buy	257,837 +48,502	+23%	+$2.31M	7.61%	4
2025 Q3	$9.95M	Buy	209,335 +22,000	+12%	+$1.04M	6.8%	4
2025 Q2	$8.82M	Buy	187,335 +17,147	+10%	+$798K	6.81%	5
2025 Q1	$7.99M	Buy	170,188 +6,210	+4%	+$288K	7.14%	5
2024 Q4	$7.54M	Buy	163,978 +18,244	+13%	+$852K	6.87%	5
2024 Q3	$6.99M	Buy	+145,734	New	+$6.89M	6.52%	8

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

Cyr Financial's UITB Position: Q2 2026 in Review

Cyr Financial increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 7.4% in Q2 2026, buying an estimated $971K and bringing the position to 299,590 shares worth $14M. The position accounts for 7.31% of the portfolio, ranked #6.

Cyr Financial first reported a position in UITB in Q3 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Cyr Financial held 299,590 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $14M as of Q2 2026.
Cyr Financial bought 20,733 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $971K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 7.31% of Cyr Financial's portfolio in Q2 2026, its #6 holding.
Cyr Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.