KFGK
UITB icon

Keystone Financial Group (Kentucky)’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Keystone Financial Group (Kentucky)’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 		$568K Buy
12,090
+650
+6% +$30.8K 0.04% 275
2025
Q4 		$542K Buy
11,440
+1,515
+15% +$72.1K 0.04% 246
2025
Q3 		$472K Buy
9,925
+291
+3% +$13.7K 0.04% 245
2025
Q2 		$453K Buy
9,634
+154
+2% +$7.16K 0.04% 240
2025
Q1 		$445K Buy
9,480
+213
+2% +$9.88K 0.05% 228
2024
Q4 		$426K Buy
9,267
+995
+12% +$46.5K 0.04% 237
2024
Q3 		$396K Buy
+8,272
New +$391K 0.05% 231
2024
Q2 		– Sell
-5,472
Closed -$254K – 306
2024
Q1 		$254K Buy
+5,472
New +$253K 0.04% 284

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
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