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Global Retirement Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Global Retirement Partners’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 		$280K Buy
+5,988
New +$280K ﹤0.01% 1374
2025
Q4 		$292K Buy
6,168
+554
+10% +$26.4K 0.01% 1255
2025
Q3 		$267K Buy
5,614
+650
+13% +$30.6K 0.01% 1030
2025
Q2 		$234K Buy
+4,964
New +$231K 0.01% 1010
2024
Q4 		$34K Buy
+739
New +$34.5K ﹤0.01% 1810

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

Global Retirement Partners's UITB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026: 5,988 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UITB as recently as Q4 2025.

Global Retirement Partners first reported a position in UITB in Q4 2024 and has held it in 5 quarters since. The position peaked at $292K in Q4 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Global Retirement Partners held 5,988 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $280K as of Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1374 holding.
  • Global Retirement Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $292K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.