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 Q2	$3.83M	Sell	81,675 -1,432	-2%	-$67.1K	0.05%	325
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 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

Harbour Investments's UITB Position: Q2 2026 in Review

Harbour Investments reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.7% in Q2 2026, selling an estimated $67.1K and leaving 81,675 shares worth $3.83M. The position accounts for 0.05% of the portfolio, ranked #325.

Harbour Investments first reported a position in UITB in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.21M in Q1 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Harbour Investments held 81,675 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $3.83M as of Q2 2026.
Harbour Investments sold 1,432 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $67.1K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.05% of Harbour Investments's portfolio in Q2 2026, its #325 holding.
Harbour Investments first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Harbour Investments's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $4.21M in Q1 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.