Joel Greenblatt’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Joel Greenblatt’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	$2.76M	Buy	58,867 +522	+0.9%	+$24.4K	0.01%	1078
2026 Q1	$2.74M	Buy	58,345 +5,298	+10%	+$251K	0.01%	1024
2025 Q4	$2.51M	Buy	53,047 +22,315	+73%	+$1.06M	0.01%	980
2025 Q3	$1.46M	Hold	30,732	–	–	0.01%	1088
2025 Q2	$1.45M	Hold	30,732	–	–	0.01%	1033
2025 Q1	$1.44M	Buy	30,732 +17,710	+136%	+$821K	0.01%	897
2024 Q4	$598K	Hold	13,022	–	–	0.01%	1064
2024 Q3	$624K	Buy	13,022 +3,961	+44%	+$187K	0.01%	1038
2024 Q2	$417K	Hold	9,061	–	–	0.01%	1132
2024 Q1	$420K	Buy	+9,061	New	+$420K	0.01%	1107

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

Joel Greenblatt's UITB Position: Q2 2026 in Review

Joel Greenblatt increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.89% in Q2 2026, buying an estimated $24.4K and bringing the position to 58,867 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #1078.

Joel Greenblatt 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.

Joel Greenblatt held 58,867 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $2.76M as of Q2 2026.
Joel Greenblatt bought 522 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $24.4K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1078 holding.
Joel Greenblatt 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 Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.