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

NewEdge 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	$1.49M	Sell	31,899 -425	-1%	-$19.9K	0.01%	542
2026 Q1	$1.52M	Sell	32,324 -8,268	-20%	-$392K	0.02%	505
2025 Q4	$1.92M	Buy	40,592 +162	+0.4%	+$7.71K	0.02%	458
2025 Q3	$1.92M	Sell	40,430 -1,158	-3%	-$54.5K	0.03%	406
2025 Q2	$1.96M	Sell	41,588 -5,665	-12%	-$263K	0.03%	380
2025 Q1	$2.22M	Buy	47,253 +4,084	+9%	+$189K	0.04%	335
2024 Q4	$1.98M	Buy	43,169 +470	+1%	+$22K	0.03%	358
2024 Q3	$2.05M	Buy	+42,699	New	+$2.02M	0.04%	343

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

NewEdge Wealth's UITB Position: Q2 2026 in Review

NewEdge Wealth reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.3% in Q2 2026, selling an estimated $19.9K and leaving 31,899 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #542.

NewEdge Wealth first reported a position in UITB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q1 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

NewEdge Wealth held 31,899 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.49M as of Q2 2026.
NewEdge Wealth sold 425 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $19.9K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #542 holding.
NewEdge Wealth first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $2.22M in Q1 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.