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Oath Planning’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Oath Planning’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 		$15.8M Buy
337,678
+64,913
+24% +$3.04M 11.74% 2
2026
Q1 		$12.8M Buy
272,765
+51,007
+23% +$2.42M 11.39% 2
2025
Q4 		$10.5M Buy
+221,758
New +$10.5M 10.36% 2

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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

Oath Planning's UITB Position: Q2 2026 in Review

Oath Planning increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 24% in Q2 2026, buying an estimated $3.04M and bringing the position to 337,678 shares worth $15.8M. The position accounts for 11.74% of the portfolio, ranked #2.

Oath Planning first reported a position in UITB in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Oath Planning held 337,678 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $15.8M as of Q2 2026.
  • Oath Planning bought 64,913 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $3.04M.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 11.74% of Oath Planning's portfolio in Q2 2026, its #2 holding.
  • Oath Planning first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.