Northeast Planning Associates NH’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Northeast Planning Associates NH’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	$11.1M	Sell	261,783 -169,752	-39%	-$7.95M	8.33%	3
2026 Q1	$20.3M	Buy	431,535 +21,132	+5%	+$1M	13.63%	2
2025 Q4	$19.4M	Buy	410,403 +123,205	+43%	+$5.86M	13.73%	2
2025 Q3	$13.6M	Buy	287,198 +120,572	+72%	+$5.68M	11.58%	2
2025 Q2	$7.84M	Buy	166,626 +8,511	+5%	+$396K	7.22%	5
2025 Q1	$7.42M	Buy	158,115 +545	+0.3%	+$25.3K	6.16%	6
2024 Q4	$7.24M	Buy	+157,570	New	+$7.36M	7.5%	6

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

Northeast Planning Associates NH's UITB Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 39% in Q2 2026, selling an estimated $7.95M and leaving 261,783 shares worth $11.1M. The position accounts for 8.33% of the portfolio, ranked #3.

Northeast Planning Associates NH first reported a position in UITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.3M in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Northeast Planning Associates NH held 261,783 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $11.1M as of Q2 2026.
Northeast Planning Associates NH sold 169,752 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $7.95M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 8.33% of Northeast Planning Associates NH's portfolio in Q2 2026, its #3 holding.
Northeast Planning Associates NH first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Northeast Planning Associates NH's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $20.3M in Q1 2026.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.