Mowery & Schoenfeld Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Mowery & Schoenfeld Wealth Management’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 Q1	–	Sell	-20	Closed	-$948	–	481
2025 Q4	$948	Buy	+20	New	+$951	﹤0.01%	451

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's UITB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2026, closing a stake of 20 shares — an estimated $948 sold.

Mowery & Schoenfeld Wealth Management first reported a position in UITB in Q4 2025 and held it in 1 quarter. The position peaked at $948 in Q4 2025. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 20 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $948.
Mowery & Schoenfeld Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and held it in 1 quarter.
Mowery & Schoenfeld Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $948 in Q4 2025.
136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.