Jeff Yass’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Jeff Yass’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	$965K	Buy	+20,606	New	+$965K	﹤0.01%	8294
2025 Q2	–	Sell	-18,976	Closed	-$891K	–	13754
2025 Q1	$891K	Sell	18,976 -22,183	-54%	-$1.03M	﹤0.01%	7531
2024 Q4	$1.89M	Buy	+41,159	New	+$1.92M	﹤0.01%	5447
2023 Q2	–	Sell	-47,917	Closed	-$2.24M	–	13178
2023 Q1	$2.24M	Sell	47,917 -41,801	-47%	-$1.94M	﹤0.01%	4897
2022 Q4	$4.08M	Buy	89,718 +51,348	+134%	+$2.33M	﹤0.01%	3545
2022 Q3	$1.73M	Sell	38,370 -10,858	-22%	-$511K	﹤0.01%	5249
2022 Q2	$2.33M	Buy	49,228 +19,340	+65%	+$926K	﹤0.01%	4599
2022 Q1	$1.49M	Sell	29,888 -202	-0.7%	-$10.3K	﹤0.01%	6159
2021 Q4	$1.59M	Buy	+30,090	New	+$1.6M	﹤0.01%	6059
2021 Q1	–	Sell	-4,779	Closed	-$261K	–	12877
2020 Q4	$261K	Sell	4,779 -16,701	-78%	-$906K	﹤0.01%	9558
2020 Q3	$1.16M	Buy	21,480 +6,692	+45%	+$364K	﹤0.01%	5742
2020 Q2	$797K	Buy	+14,788	New	+$778K	﹤0.01%	6405
2020 Q1	–	Sell	-33,430	Closed	-$1.74M	–	10918
2019 Q4	$1.74M	Buy	+33,430	New	+$1.74M	﹤0.01%	4566

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

Jeff Yass's UITB Position: Q2 2026 in Review

Jeff Yass opened a new position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026: 20,606 shares worth $965K. The stake represents ﹤0.01% of the portfolio and ranks #8294 among its holdings. This is a return to the name: Jeff Yass previously reported a position in UITB as recently as Q1 2025.

Jeff Yass first reported a position in UITB in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.08M in Q4 2022. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Jeff Yass held 20,606 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $965K as of Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF was a new Jeff Yass position in Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8294 holding.
Jeff Yass first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2019 and has held it in 13 quarters since.
Jeff Yass's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $4.08M in Q4 2022.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.