Daymark Wealth Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Daymark Wealth Partners’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	$3.05M	Buy	65,125 +7,123	+12%	+$334K	0.07%	192
2026 Q1	$2.73M	Buy	58,002 +16,814	+41%	+$797K	0.09%	174
2025 Q4	$1.95M	Buy	41,188 +3,130	+8%	+$149K	0.06%	198
2025 Q3	$1.81M	Buy	38,058 +1,356	+4%	+$63.9K	0.06%	204
2025 Q2	$1.73M	Sell	36,702 -6,314	-15%	-$294K	0.07%	193
2025 Q1	$2.02M	Buy	43,016 +3,020	+8%	+$140K	0.09%	170
2024 Q4	$1.84M	Buy	39,996 +842	+2%	+$39.3K	0.08%	171
2024 Q3	$1.88M	Buy	39,154 +3,135	+9%	+$148K	0.08%	171
2024 Q2	$1.66M	Buy	36,019 +1,951	+6%	+$89.4K	0.08%	174
2024 Q1	$1.58M	Buy	34,068 +13,283	+64%	+$615K	0.09%	152
2023 Q4	$975K	Buy	20,785 +13,985	+206%	+$629K	0.06%	189
2023 Q3	$303K	Buy	+6,800	New	+$309K	0.02%	305

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

Daymark Wealth Partners's UITB Position: Q2 2026 in Review

Daymark Wealth Partners increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 12% in Q2 2026, buying an estimated $334K and bringing the position to 65,125 shares worth $3.05M. The position accounts for 0.07% of the portfolio, ranked #192.

Daymark Wealth Partners first reported a position in UITB in Q3 2023 and has held it in 12 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Daymark Wealth Partners held 65,125 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $3.05M as of Q2 2026.
Daymark Wealth Partners bought 7,123 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $334K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.07% of Daymark Wealth Partners's portfolio in Q2 2026, its #192 holding.
Daymark Wealth Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2023 and has held it in 12 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.