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

Envestnet 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 Q2	$2.89M	Sell	61,601 -4,191	-6%	-$196K	﹤0.01%	2883
2026 Q1	$3.09M	Buy	65,792 +12,230	+23%	+$580K	﹤0.01%	2682
2025 Q4	$2.54M	Sell	53,562 -15,855	-23%	-$754K	﹤0.01%	2657
2025 Q3	$3.3M	Buy	69,417 +11,926	+21%	+$562K	﹤0.01%	2541
2025 Q2	$2.71M	Buy	57,491 +11,044	+24%	+$514K	﹤0.01%	2620
2025 Q1	$2.18M	Buy	46,447 +4,921	+12%	+$228K	﹤0.01%	2677
2024 Q4	$1.91M	Sell	41,526 -281,580	-87%	-$13.2M	﹤0.01%	2715
2024 Q3	$15.5M	Buy	323,106 +266,976	+476%	+$12.6M	0.01%	1352
2024 Q2	$2.58M	Buy	56,130 +2,729	+5%	+$125K	﹤0.01%	2455
2024 Q1	$2.48M	Buy	53,401 +2,879	+6%	+$133K	﹤0.01%	2448
2023 Q4	$2.37M	Buy	50,522 +24,286	+93%	+$1.09M	﹤0.01%	2357
2023 Q3	$1.17M	Buy	+26,236	New	+$1.19M	﹤0.01%	2694
2022 Q4	–	Sell	-12,380	Closed	-$556K	–	4073
2022 Q3	$556K	Buy	12,380 +1,651	+15%	+$77.7K	﹤0.01%	2951
2022 Q2	$507K	Buy	10,729 +535	+5%	+$25.6K	﹤0.01%	3040
2022 Q1	$507K	Sell	10,194 -25	-0.2%	-$1.28K	﹤0.01%	3116
2021 Q4	$542K	Sell	10,219 -1,175	-10%	-$62.5K	﹤0.01%	3019
2021 Q3	$610K	Buy	11,394 +1,150	+11%	+$62.1K	﹤0.01%	2850
2021 Q2	$551K	Sell	10,244 -6,442	-39%	-$344K	﹤0.01%	2914
2021 Q1	$882K	Buy	16,686 +4,013	+32%	+$216K	﹤0.01%	2489
2020 Q4	$691K	Buy	12,673 +1,707	+16%	+$92.6K	﹤0.01%	2484
2020 Q3	$594K	Buy	10,966 +2,868	+35%	+$156K	﹤0.01%	2363
2020 Q2	$436K	Buy	+8,098	New	+$426K	﹤0.01%	2489

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

Envestnet Asset Management's UITB Position: Q2 2026 in Review

Envestnet Asset Management reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 6.4% in Q2 2026, selling an estimated $196K and leaving 61,601 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Envestnet Asset Management first reported a position in UITB in Q2 2020 and has held it in 22 quarters since. The position peaked at $15.5M in Q3 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Envestnet Asset Management held 61,601 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $2.89M as of Q2 2026.
Envestnet Asset Management sold 4,191 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $196K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2883 holding.
Envestnet Asset Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2020 and has held it in 22 quarters since.
Envestnet Asset Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $15.5M in Q3 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.