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HORAN Wealth’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

HORAN Wealth’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 		$19.3M Sell
411,102
-4,192
-1% -$199K 1.84% 9
2025
Q4 		$19.7M Buy
415,294
+43,348
+12% +$2.06M 3.02% 6
2025
Q3 		$17.7M Buy
371,946
+23,929
+7% +$1.13M 2.79% 5
2025
Q2 		$16.4M Buy
+348,017
New +$16.2M 5.01% 4

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 $2.92B AUM 23.85% 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 $30.1B AUM 30.03% 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 $3.31B AUM 32.95% 1-Year Est. Return

HORAN Wealth's UITB Position: Q1 2026 in Review

HORAN Wealth reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1% in Q1 2026, selling an estimated $199K and leaving 411,102 shares worth $19.3M. The position accounts for 1.84% of the portfolio, ranked #9.

HORAN Wealth first reported a position in UITB in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.7M in Q4 2025. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

  • HORAN Wealth held 411,102 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $19.3M as of Q1 2026.
  • HORAN Wealth sold 4,192 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $199K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 1.84% of HORAN Wealth's portfolio in Q1 2026, its #9 holding.
  • HORAN Wealth first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $19.7M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.