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 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s UITB Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q1 2026 at 2,675 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Johnson Financial Group Inc (Wisconsin) first reported a position in UITB in Q3 2024 and has held it in 3 quarters since. The position peaked at $127K in Q4 2025. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 2,675 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $126K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) left its Victory Portfolios II VictoryShares Core Intermediate Bond ETF share count unchanged in Q1 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #376 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and has held it in 3 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $127K in Q4 2025.
136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.