LeClair Wealth Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

LeClair Wealth Partners’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	-438,763	Closed	-$20.6M	–	189
2026 Q1	$20.6M	Buy	+438,763	New	+$20.8M	7.13%	3

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

BWL

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

CWM

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

LeClair Wealth Partners's UITB Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026, closing a stake of 438,763 shares — an estimated $20.6M sold.

LeClair Wealth Partners first reported a position in UITB in Q1 2026 and held it in 1 quarter. The position peaked at $20.6M in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

LeClair Wealth Partners reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2026 after selling out during the quarter.
LeClair Wealth Partners sold 438,763 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $20.6M.
LeClair Wealth Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2026 and held it in 1 quarter.
LeClair Wealth Partners's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $20.6M 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 LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.