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

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

Newman Dignan & Sheerar Inc's UITB Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 29% in Q2 2026, selling an estimated $6.33M and leaving 338,592 shares worth $15.9M. The position accounts for 3.03% of the portfolio, ranked #7.

Newman Dignan & Sheerar Inc first reported a position in UITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.9M in Q4 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Newman Dignan & Sheerar Inc held 338,592 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $15.9M as of Q2 2026.
Newman Dignan & Sheerar Inc sold 135,082 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $6.33M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 3.03% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #7 holding.
Newman Dignan & Sheerar Inc first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Newman Dignan & Sheerar Inc's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $22.9M in Q4 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.