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

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

Harbor Investment Advisory's UITB Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.03% in Q2 2026, selling an estimated $47 and leaving 3,575 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #452.

Harbor Investment Advisory first reported a position in UITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $168K in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Harbor Investment Advisory held 3,575 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $167K as of Q2 2026.
Harbor Investment Advisory sold 1 Victory Portfolios II VictoryShares Core Intermediate Bond ETF share in Q2 2026, an estimated $47.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #452 holding.
Harbor Investment Advisory first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Harbor Investment Advisory's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $168K in Q1 2026.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.