Mercer Global Advisors
UITB icon

Mercer Global Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Mercer Global Advisors’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
2025
Q4 		– Sell
-6,401
Closed -$304K – 2968
2025
Q3 		$304K Buy
+6,401
New +$301K ﹤0.01% 2074
2025
Q1 		– Sell
-19,342
Closed -$889K – 2259
2024
Q4 		$889K Buy
19,342
+9,824
+103% +$459K ﹤0.01% 1167
2024
Q3 		$458K Buy
9,518
+2,186
+30% +$103K ﹤0.01% 1378
2024
Q2 		$337K Sell
7,332
-948
-11% -$43.4K ﹤0.01% 1520
2024
Q1 		$384K Hold
8,280
– – ﹤0.01% 1425
2023
Q4 		$388K Sell
8,280
-15,933
-66% -$717K ﹤0.01% 1475
2023
Q3 		$1.08M Buy
24,213
+6,101
+34% +$277K ﹤0.01% 915
2023
Q2 		$834K Sell
18,112
-561
-3% -$26K ﹤0.01% 1009
2023
Q1 		$871K Buy
18,673
+560
+3% +$25.9K ﹤0.01% 962
2022
Q4 		$824K Sell
18,113
-1,026
-5% -$46.5K ﹤0.01% 995
2022
Q3 		$860K Sell
19,139
-1,836
-9% -$86.4K 0.01% 904
2022
Q2 		$992K Sell
20,975
-141
-0.7% -$6.75K 0.01% 848
2022
Q1 		$1.05M Sell
21,116
-5,748
-21% -$294K 0.01% 877
2021
Q4 		$1.42M Buy
26,864
+350
+1% +$18.6K 0.01% 741
2021
Q3 		$1.42M Buy
26,514
+5,678
+27% +$307K 0.01% 741
2021
Q2 		$1.12M Buy
20,836
+11,675
+127% +$623K 0.01% 783
2021
Q1 		$484K Buy
+9,161
New +$492K ﹤0.01% 1094

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's UITB Position: Q4 2025 in Review

Mercer Global Advisors sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2025, closing a stake of 6,401 shares — an estimated $304K sold.

Mercer Global Advisors first reported a position in UITB in Q1 2021 and held it in 17 quarters. The position peaked at $1.42M in Q4 2021. 145 funds tracked by Wall St. Rank hold UITB as of Q4 2025.

  • Mercer Global Advisors reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 6,401 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2025, an estimated $304K.
  • Mercer Global Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2021 and held it in 17 quarters.
  • Mercer Global Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $1.42M in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.