Harbor Investment Advisory’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Harbor Investment Advisory’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	$167K	Sell	3,575 -1	-0%	-$47	0.01%	452
2026 Q1	$168K	Buy	3,576 +56	+2%	+$2.65K	0.01%	432
2025 Q4	$167K	Buy	3,520 +2,992	+567%	+$142K	0.01%	433
2025 Q3	$25.1K	Hold	528	–	–	﹤0.01%	758
2025 Q2	$24.9K	Hold	528	–	–	﹤0.01%	752
2025 Q1	$24.8K	Buy	528 +236	+81%	+$10.9K	﹤0.01%	737
2024 Q4	$13.4K	Hold	292	–	–	﹤0.01%	813
2024 Q3	$14K	Hold	292	–	–	﹤0.01%	807
2024 Q2	$13.4K	Buy	292 +264	+943%	+$12.1K	﹤0.01%	801
2024 Q1	$1.3K	Buy	+28	New	+$1.3K	﹤0.01%	1197

Other funds holding UITB

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM