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Pathway Financial Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Pathway Financial Advisors’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 		$18.6M Sell
398,354
-3,715
-0.9% -$174K 2.17% 13
2026
Q1 		$18.9M Buy
402,069
+20,145
+5% +$955K 2.34% 14
2025
Q4 		$18.1M Buy
381,924
+14,960
+4% +$712K 2.27% 13
2025
Q3 		$17.4M Buy
366,964
+6,464
+2% +$304K 2.32% 12
2025
Q2 		$17M Buy
360,500
+201,996
+127% +$9.4M 2.48% 11
2025
Q1 		$7.44M Buy
158,504
+18,151
+13% +$842K 1.34% 15
2024
Q4 		$6.45M Sell
140,353
-585
-0.4% -$27.3K 1.48% 12
2024
Q3 		$6.76M Sell
140,938
-355
-0.3% -$16.8K 1.73% 10
2024
Q2 		$6.5M Buy
141,293
+25,969
+23% +$1.19M 1.76% 10
2024
Q1 		$5.35M Buy
115,324
+23,988
+26% +$1.11M 1.45% 13
2023
Q4 		$4.28M Buy
+91,336
New +$4.11M 1.24% 16

Other funds holding UITB

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pathway Financial Advisors's UITB Position: Q2 2026 in Review

Pathway Financial Advisors reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.92% in Q2 2026, selling an estimated $174K and leaving 398,354 shares worth $18.6M. The position accounts for 2.17% of the portfolio, ranked #13.

Pathway Financial Advisors first reported a position in UITB in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.9M in Q1 2026. 21 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Pathway Financial Advisors held 398,354 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $18.6M as of Q2 2026.
  • Pathway Financial Advisors sold 3,715 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $174K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 2.17% of Pathway Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Pathway Financial Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Pathway Financial Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $18.9M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.