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 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

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

Envision Financial's UITB Position: Q2 2026 in Review

Envision Financial increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 26% in Q2 2026, buying an estimated $3.32M and bringing the position to 345,285 shares worth $16.2M. The position accounts for 7.45% of the portfolio, ranked #4.

Envision Financial first reported a position in UITB in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Envision Financial held 345,285 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $16.2M as of Q2 2026.
Envision Financial bought 70,881 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $3.32M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 7.45% of Envision Financial's portfolio in Q2 2026, its #4 holding.
Envision Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.