MPWM Advisory Solutions’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

MPWM Advisory Solutions’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	$97.6K	Hold	2,083	–	–	0.04%	151
2026 Q1	$97.9K	Hold	2,083	–	–	0.05%	138
2025 Q4	$98.6K	Sell	2,083 -925	-31%	-$44K	0.05%	128
2025 Q3	$143K	Sell	3,008 -944	-24%	-$44.5K	0.09%	98
2025 Q2	$186K	Hold	3,952	–	–	0.12%	86
2025 Q1	$186K	Sell	3,952 -171	-4%	-$7.93K	0.13%	68
2024 Q4	$189K	Buy	+4,123	New	+$193K	0.14%	74

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

MPWM Advisory Solutions's UITB Position: Q2 2026 in Review

MPWM Advisory Solutions held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q2 2026 at 2,083 shares worth $97.6K. The position accounts for 0.04% of the portfolio, ranked #151.

MPWM Advisory Solutions first reported a position in UITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $189K in Q4 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

MPWM Advisory Solutions held 2,083 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $97.6K as of Q2 2026.
MPWM Advisory Solutions left its Victory Portfolios II VictoryShares Core Intermediate Bond ETF share count unchanged in Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #151 holding.
MPWM Advisory Solutions first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $189K in Q4 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.