IEQ Capital’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

IEQ Capital’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	$333K	Hold	7,100	–	–	﹤0.01%	1595
2026 Q1	$334K	Hold	7,100	–	–	﹤0.01%	1474
2025 Q4	$336K	Hold	7,100	–	–	﹤0.01%	1494
2025 Q3	$337K	Hold	7,100	–	–	﹤0.01%	1464
2025 Q2	$334K	Hold	7,100	–	–	﹤0.01%	1338
2025 Q1	$333K	Buy	+7,100	New	+$329K	﹤0.01%	1144

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

IEQ Capital's UITB Position: Q2 2026 in Review

IEQ Capital held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q2 2026 at 7,100 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

IEQ Capital first reported a position in UITB in Q1 2025 and has held it in 6 quarters since. The position peaked at $337K in Q3 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

IEQ Capital held 7,100 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $333K as of Q2 2026.
IEQ Capital left its Victory Portfolios II VictoryShares Core Intermediate Bond ETF share count unchanged in Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1595 holding.
IEQ Capital first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025 and has held it in 6 quarters since.
IEQ Capital's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $337K in Q3 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.