Morgan Stanley’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Morgan Stanley’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	$183M	Buy	3,904,106 +141,682	+4%	+$6.64M	0.01%	1095
2026 Q1	$177M	Buy	3,762,424 +249,102	+7%	+$11.8M	0.01%	1031
2025 Q4	$166M	Sell	3,513,322 -186,465	-5%	-$8.87M	0.01%	1054
2025 Q3	$176M	Buy	3,699,787 +462,458	+14%	+$21.8M	0.01%	1007
2025 Q2	$152M	Buy	3,237,329 +266,170	+9%	+$12.4M	0.01%	1033
2025 Q1	$139M	Buy	2,971,159 +657,977	+28%	+$30.5M	0.01%	1041
2024 Q4	$106M	Buy	2,313,182 +201,325	+10%	+$9.41M	0.01%	1204
2024 Q3	$101M	Buy	2,111,857 +572,248	+37%	+$27.1M	0.01%	1227
2024 Q2	$70.8M	Buy	1,539,609 +617,015	+67%	+$28.3M	0.01%	1424
2024 Q1	$42.8M	Buy	922,594 +177,163	+24%	+$8.21M	﹤0.01%	1899
2023 Q4	$35M	Buy	745,431 +160,459	+27%	+$7.22M	﹤0.01%	2092
2023 Q3	$26.1M	Buy	584,972 +347,250	+146%	+$15.8M	﹤0.01%	2180
2023 Q2	$10.9M	Buy	237,722 +95,675	+67%	+$4.44M	﹤0.01%	3068
2023 Q1	$6.63M	Buy	142,047 +17,788	+14%	+$824K	﹤0.01%	3538
2022 Q4	$5.65M	Buy	124,259 +10,168	+9%	+$461K	﹤0.01%	3645
2022 Q3	$5.13M	Buy	114,091 +12,290	+12%	+$578K	﹤0.01%	3667
2022 Q2	$4.81M	Sell	101,801 -333,821	-77%	-$16M	﹤0.01%	3806
2022 Q1	$21.7M	Sell	435,622 -29,349	-6%	-$1.5M	﹤0.01%	2028
2021 Q4	$24.6M	Sell	464,971 -20,221	-4%	-$1.08M	﹤0.01%	1944
2021 Q3	$26M	Buy	485,192 +32,206	+7%	+$1.74M	﹤0.01%	1816
2021 Q2	$24.4M	Buy	452,986 +21,152	+5%	+$1.13M	﹤0.01%	1947
2021 Q1	$22.8M	Buy	431,834 +37,192	+9%	+$2M	﹤0.01%	1788
2020 Q4	$21.5M	Buy	394,642 +75,015	+23%	+$4.07M	﹤0.01%	1750
2020 Q3	$17.3M	Buy	319,627 +91,877	+40%	+$4.99M	﹤0.01%	1584
2020 Q2	$12.3M	Buy	227,750 +77,079	+51%	+$4.05M	﹤0.01%	1791
2020 Q1	$7.67M	Buy	150,671 +117,599	+356%	+$6.16M	﹤0.01%	2021
2019 Q4	$1.72M	Buy	+33,072	New	+$1.72M	﹤0.01%	4154

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

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

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

Morgan Stanley's UITB Position: Q2 2026 in Review

Morgan Stanley increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 3.8% in Q2 2026, buying an estimated $6.64M and bringing the position to 3,904,106 shares worth $183M. The position accounts for 0.01% of the portfolio, ranked #1095.

Morgan Stanley first reported a position in UITB in Q4 2019 and has held it in 27 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Morgan Stanley held 3,904,106 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $183M as of Q2 2026.
Morgan Stanley bought 141,682 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $6.64M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1095 holding.
Morgan Stanley first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2019 and has held it in 27 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.