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Foundations Investment Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Foundations Investment 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
Q2 		$750K Buy
16,002
+1,580
+11% +$74K 0.01% 646
2026
Q1 		$678K Buy
14,422
+1,540
+12% +$73K 0.01% 629
2025
Q4 		$610K Buy
12,882
+4,268
+50% +$203K 0.01% 646
2025
Q3 		$409K Buy
+8,614
New +$406K 0.01% 725
2025
Q1 		– Sell
-26,792
Closed -$1.23M – 930
2024
Q4 		$1.23M Buy
26,792
+3,587
+15% +$168K 0.02% 365
2024
Q3 		$1.11M Buy
23,205
+9,544
+70% +$452K 0.02% 347
2024
Q2 		$629K Buy
13,661
+4,938
+57% +$226K 0.02% 443
2024
Q1 		$405K Buy
+8,723
New +$404K 0.01% 514

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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

Foundations Investment Advisors's UITB Position: Q2 2026 in Review

Foundations Investment Advisors increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 11% in Q2 2026, buying an estimated $74K and bringing the position to 16,002 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #646.

Foundations Investment Advisors first reported a position in UITB in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Foundations Investment Advisors held 16,002 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $750K as of Q2 2026.
  • Foundations Investment Advisors bought 1,580 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $74K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #646 holding.
  • Foundations Investment Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • Foundations Investment Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $1.23M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.