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

LPL Financial’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	$100M	Buy	2,135,811 +36,815	+2%	+$1.72M	0.02%	660
2026 Q1	$98.7M	Sell	2,098,996 -47,639	-2%	-$2.26M	0.03%	589
2025 Q4	$102M	Buy	2,146,635 +203,071	+10%	+$9.66M	0.03%	536
2025 Q3	$92.4M	Buy	1,943,564 +49,643	+3%	+$2.34M	0.03%	556
2025 Q2	$89.1M	Buy	1,893,921 +325,475	+21%	+$15.1M	0.03%	517
2025 Q1	$73.6M	Buy	1,568,446 +314,984	+25%	+$14.6M	0.03%	533
2024 Q4	$57.6M	Buy	1,253,462 +651,567	+108%	+$30.4M	0.02%	590
2024 Q3	$28.8M	Buy	601,895 +225,211	+60%	+$10.7M	0.01%	852
2024 Q2	$17.3M	Buy	376,684 +157,096	+72%	+$7.2M	0.01%	1037
2024 Q1	$10.2M	Buy	219,588 +35,641	+19%	+$1.65M	0.01%	1314
2023 Q4	$8.63M	Buy	183,947 +76,926	+72%	+$3.46M	0.01%	1346
2023 Q3	$4.77M	Buy	107,021 +11,247	+12%	+$511K	﹤0.01%	1627
2023 Q2	$4.41M	Buy	95,774 +45,751	+91%	+$2.12M	﹤0.01%	1637
2023 Q1	$2.33M	Buy	50,023 +12,855	+35%	+$596K	﹤0.01%	2015
2022 Q4	$1.69M	Buy	37,168 +28,240	+316%	+$1.28M	﹤0.01%	2200
2022 Q3	$401K	Buy	8,928 +1,788	+25%	+$84.1K	﹤0.01%	3347
2022 Q2	$338K	Buy	+7,140	New	+$342K	﹤0.01%	3537
2020 Q4	–	Sell	-5,650	Closed	-$306K	–	3872
2020 Q3	$306K	Buy	5,650 +246	+5%	+$13.4K	﹤0.01%	2893
2020 Q2	$291K	Buy	+5,404	New	+$284K	﹤0.01%	2857
2020 Q1	–	Sell	-6,498	Closed	-$338K	–	3425
2019 Q4	$338K	Buy	+6,498	New	+$338K	﹤0.01%	2687

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's UITB Position: Q2 2026 in Review

LPL Financial increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.8% in Q2 2026, buying an estimated $1.72M and bringing the position to 2,135,811 shares worth $100M. The position accounts for 0.02% of the portfolio, ranked #660.

LPL Financial first reported a position in UITB in Q4 2019 and has held it in 20 quarters since. The position peaked at $102M in Q4 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

LPL Financial held 2,135,811 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $100M as of Q2 2026.
LPL Financial bought 36,815 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $1.72M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #660 holding.
LPL Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2019 and has held it in 20 quarters since.
LPL Financial's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $102M in Q4 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.