Johnson Financial Group Inc (Wisconsin)’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-2,675	Closed	-$126K	–	946
2026 Q1	$126K	Hold	2,675	–	–	﹤0.01%	376
2025 Q4	$127K	Buy	+2,675	New	+$127K	﹤0.01%	388
2024 Q4	–	Sell	-105	Closed	-$5.03K	–	992
2024 Q3	$5.03K	Buy	+105	New	+$4.97K	﹤0.01%	794

Other funds holding UITB

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Johnson Financial Group Inc (Wisconsin)'s UITB Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026, closing a stake of 2,675 shares — an estimated $126K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UITB in Q3 2024 and held it in 3 quarters. The position peaked at $127K in Q4 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 2,675 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $126K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $127K in Q4 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.