&Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

&Partners’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	$4.49M	Buy	95,770 +5,433	+6%	+$254K	0.02%	641
2026 Q1	$4.25M	Buy	90,337 +5,879	+7%	+$279K	0.02%	582
2025 Q4	$4.01M	Buy	84,458 +27,588	+49%	+$1.31M	0.02%	573
2025 Q3	$2.7M	Buy	56,870 +17,872	+46%	+$842K	0.02%	629
2025 Q2	$1.84M	Buy	38,998 +34,110	+698%	+$1.59M	0.01%	705
2025 Q1	$229K	Buy	+4,888	New	+$227K	﹤0.01%	1554

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

&Partners's UITB Position: Q2 2026 in Review

&Partners increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 6% in Q2 2026, buying an estimated $254K and bringing the position to 95,770 shares worth $4.49M. The position accounts for 0.02% of the portfolio, ranked #641.

&Partners first reported a position in UITB in Q1 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

&Partners held 95,770 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $4.49M as of Q2 2026.
&Partners bought 5,433 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $254K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #641 holding.
&Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.