JJBC
UITB icon

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
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
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 $376B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $25.9B AUM 21.78% 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 $2.9B AUM 25.59% 1-Year Est. Return