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

Envision 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 Q3	$17.1M	Buy	383,252 +37,967	+11%	+$1.75M	7.59%	5
2026 Q2	$16.2M	Buy	345,285 +70,881	+26%	+$3.32M	7.45%	4
2026 Q1	$12.9M	Buy	274,404 +44,148	+19%	+$2.09M	6.94%	5
2025 Q4	$10.9M	Buy	230,256 +34,087	+17%	+$1.62M	5.76%	6
2025 Q3	$9.32M	Buy	196,169 +46,653	+31%	+$2.2M	5.34%	6
2025 Q2	$7.04M	Buy	149,516 +5,727	+4%	+$266K	4.69%	6
2025 Q1	$6.75M	Buy	143,789 +22,913	+19%	+$1.06M	5.09%	6
2024 Q4	$5.56M	Buy	+120,876	New	+$5.65M	4.45%	7

Other funds holding UITB

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Envision Financial's UITB Position: Q3 2026 in Review

Envision Financial increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 11% in Q3 2026, buying an estimated $1.75M and bringing the position to 383,252 shares worth $17.1M. The position accounts for 7.59% of the portfolio, ranked #5.

Envision Financial first reported a position in UITB in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

Envision Financial held 383,252 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $17.1M as of Q3 2026.
Envision Financial bought 37,967 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $1.75M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 7.59% of Envision Financial's portfolio in Q3 2026, its #5 holding.
Envision Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.