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 Q2	$565K	Sell	12,066 -24	-0.2%	-$1.12K	0.03%	306
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 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

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

Keystone Financial Group (Kentucky)'s UITB Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.2% in Q2 2026, selling an estimated $1.12K and leaving 12,066 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #306.

Keystone Financial Group (Kentucky) first reported a position in UITB in Q1 2024 and has held it in 9 quarters since. The position peaked at $568K in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Keystone Financial Group (Kentucky) held 12,066 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $565K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 24 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $1.12K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #306 holding.
Keystone Financial Group (Kentucky) first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Keystone Financial Group (Kentucky)'s Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $568K in Q1 2026.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.