Newman Dignan & Sheerar Inc’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Newman Dignan & Sheerar Inc’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	$15.9M	Sell	338,592 -135,082	-29%	-$6.33M	3.03%	7
2026 Q1	$22.3M	Sell	473,674 -9,360	-2%	-$444K	4.69%	4
2025 Q4	$22.9M	Buy	483,034 +21,645	+5%	+$1.03M	4.77%	4
2025 Q3	$21.9M	Buy	461,389 +17,845	+4%	+$840K	4.73%	4
2025 Q2	$20.9M	Buy	443,544 +40,325	+10%	+$1.88M	4.8%	4
2025 Q1	$18.9M	Buy	403,219 +49,486	+14%	+$2.29M	5.17%	3
2024 Q4	$16.3M	Buy	353,733 +6,801	+2%	+$318K	4.16%	4
2024 Q3	$16.2M	Buy	346,932 +84,665	+32%	+$4.01M	3.88%	5
2024 Q2	$12.1M	Buy	262,267 +180,614	+221%	+$8.27M	3.11%	6
2024 Q1	$3.79M	Buy	+81,653	New	+$3.78M	1.01%	27

Other funds holding UITB

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return