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

Integrated Wealth Concepts’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	$13.9M	Buy	296,493 +148,652	+101%	+$6.96M	0.07%	267
2026 Q1	$6.95M	Buy	147,841 +33,592	+29%	+$1.59M	0.06%	325
2025 Q4	$5.41M	Buy	114,249 +35,463	+45%	+$1.69M	0.06%	271
2025 Q3	$3.74M	Buy	78,786 +34,849	+79%	+$1.64M	0.03%	464
2025 Q2	$2.07M	Buy	43,937 +10,010	+30%	+$466K	0.02%	605
2025 Q1	$1.59M	Buy	33,927 +4,404	+15%	+$204K	0.02%	640
2024 Q4	$1.36M	Buy	29,523 +10,853	+58%	+$507K	0.02%	696
2024 Q3	$895K	Buy	18,670 +2,633	+16%	+$125K	0.01%	853
2024 Q2	$738K	Buy	16,037 +2,829	+21%	+$130K	0.01%	887
2024 Q1	$613K	Buy	+13,208	New	+$612K	0.01%	956

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

Integrated Wealth Concepts's UITB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 101% in Q2 2026, buying an estimated $6.96M and bringing the position to 296,493 shares worth $13.9M. The position accounts for 0.07% of the portfolio, ranked #267.

Integrated Wealth Concepts first reported a position in UITB in Q1 2024 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Integrated Wealth Concepts held 296,493 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $13.9M as of Q2 2026.
Integrated Wealth Concepts bought 148,652 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $6.96M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #267 holding.
Integrated Wealth Concepts first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 10 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.