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

MBL Wealth’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	$35.5M	Buy	758,771 +37,896	+5%	+$1.77M	2.43%	10
2026 Q1	$33.9M	Buy	720,875 +58,326	+9%	+$2.76M	2.56%	9
2025 Q4	$31.4M	Buy	662,549 +41,767	+7%	+$1.99M	2.51%	9
2025 Q3	$29.5M	Buy	620,782 +24,384	+4%	+$1.15M	2.58%	10
2025 Q2	$28.1M	Buy	596,398 +9,415	+2%	+$438K	2.68%	9
2025 Q1	$27.6M	Buy	586,983 +31,946	+6%	+$1.48M	2.78%	9
2024 Q4	$25.5M	Buy	555,037 +42,040	+8%	+$1.96M	2.56%	10
2024 Q3	$24.6M	Buy	512,997 +65,074	+15%	+$3.08M	2.64%	10
2024 Q2	$20.6M	Buy	+447,923	New	+$20.5M	2.3%	13

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

MBL Wealth's UITB Position: Q2 2026 in Review

MBL Wealth increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 5.3% in Q2 2026, buying an estimated $1.77M and bringing the position to 758,771 shares worth $35.5M. The position accounts for 2.43% of the portfolio, ranked #10.

MBL Wealth first reported a position in UITB in Q2 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

MBL Wealth held 758,771 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $35.5M as of Q2 2026.
MBL Wealth bought 37,896 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $1.77M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 2.43% of MBL Wealth's portfolio in Q2 2026, its #10 holding.
MBL Wealth first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 9 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.