James J. Burns & Company’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

James J. Burns & Company’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	$3.51M	Buy	74,964 +1,474	+2%	+$69K	0.38%	42
2026 Q1	$3.46M	Buy	73,490 +1,716	+2%	+$81.3K	0.47%	39
2025 Q4	$3.4M	Buy	71,774 +1,700	+2%	+$80.9K	0.47%	39
2025 Q3	$3.33M	Buy	70,074 +123	+0.2%	+$5.79K	0.5%	36
2025 Q2	$3.29M	Sell	69,951 -568	-0.8%	-$26.4K	0.54%	36
2025 Q1	$3.31M	Sell	70,519 -1,811	-3%	-$84K	0.59%	35
2024 Q4	$3.32M	Buy	72,330 +2,270	+3%	+$106K	0.58%	37
2024 Q3	$3.36M	Buy	70,060 +546	+0.8%	+$25.8K	0.61%	33
2024 Q2	$3.2M	Buy	69,514 +34,861	+101%	+$1.6M	0.63%	32
2024 Q1	$1.6M	Buy	+34,653	New	+$1.61M	0.56%	29

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

James J. Burns & Company's UITB Position: Q2 2026 in Review

James J. Burns & Company increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 2% in Q2 2026, buying an estimated $69K and bringing the position to 74,964 shares worth $3.51M. The position accounts for 0.38% of the portfolio, ranked #42.

James J. Burns & Company 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.

James J. Burns & Company held 74,964 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $3.51M as of Q2 2026.
James J. Burns & Company bought 1,474 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $69K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.38% of James J. Burns & Company's portfolio in Q2 2026, its #42 holding.
James J. Burns & Company 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 James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.