HI
UITB icon

Harbour Investments’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Harbour Investments’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 		$3.91M Buy
83,107
+603
+0.7% +$28.6K 0.06% 290
2025
Q4 		$3.91M Sell
82,504
-1,467
-2% -$69.8K 0.08% 235
2025
Q3 		$3.99M Sell
83,971
-3,637
-4% -$171K 0.09% 202
2025
Q2 		$4.12M Sell
87,608
-2,002
-2% -$93.1K 0.1% 183
2025
Q1 		$4.21M Buy
89,610
+12,329
+16% +$572K 0.12% 156
2024
Q4 		$3.55M Buy
77,281
+8,227
+12% +$384K 0.1% 173
2024
Q3 		$3.31M Buy
69,054
+65,691
+1,953% +$3.11M 0.1% 171
2024
Q2 		$155K Buy
3,363
+3,320
+7,721% +$152K 0.01% 1048
2024
Q1 		$1.99K Hold
43
– – ﹤0.01% 2780
2023
Q4 		$2.02K Hold
43
– – ﹤0.01% 2694
2023
Q3 		$1.92K Sell
43
-233
-84% -$10.6K ﹤0.01% 2564
2023
Q2 		$12.7K Buy
+276
New +$12.8K ﹤0.01% 1934

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return