Flagship Harbor Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Flagship Harbor Advisors’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 Q1	–	Sell	-2,926	Closed	-$139K	–	2102
2025 Q4	$139K	Buy	+2,926	New	+$139K	0.01%	783
2025 Q2	–	Sell	-5,952	Closed	-$279K	–	805
2025 Q1	$279K	Sell	5,952 -838	-12%	-$38.9K	0.01%	599
2024 Q4	$312K	Buy	6,790 +1,684	+33%	+$78.7K	0.02%	562
2024 Q3	$245K	Buy	+5,106	New	+$242K	0.01%	621

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Flagship Harbor Advisors's UITB Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2026, closing a stake of 2,926 shares — an estimated $139K sold.

Flagship Harbor Advisors first reported a position in UITB in Q3 2024 and held it in 4 quarters. The position peaked at $312K in Q4 2024. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

Flagship Harbor Advisors reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 2,926 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $139K.
Flagship Harbor Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and held it in 4 quarters.
Flagship Harbor Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $312K in Q4 2024.
136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.