Jones Financial Companies
UITB icon

Jones Financial Companies’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Jones Financial Companies’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 		$6.58K Buy
+140
New +$6.56K ﹤0.01% 3968

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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

Jones Financial Companies's UITB Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026: 140 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #3968 among its holdings.

142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Jones Financial Companies held 140 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $6.58K as of Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF was a new Jones Financial Companies position in Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3968 holding.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.