Investment Research & Advisory Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Investment Research & Advisory Group’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	$48	Hold	1	–	–	﹤0.01%	311
2026 Q1	$47	Hold	1	–	–	﹤0.01%	277
2025 Q4	$47	Buy	+1	New	+$48	﹤0.01%	273

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

Investment Research & Advisory Group's UITB Position: Q2 2026 in Review

Investment Research & Advisory Group held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q2 2026 at 1 share worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Investment Research & Advisory Group first reported a position in UITB in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Investment Research & Advisory Group held 1 share of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $48 as of Q2 2026.
Investment Research & Advisory Group 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 Investment Research & Advisory Group's portfolio in Q2 2026, its #311 holding.
Investment Research & Advisory Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.