Perigon Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Perigon Wealth Management’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	$380K	Buy	8,114 +686	+9%	+$32.1K	0.01%	1010
2026 Q1	$349K	Sell	7,428 -804	-10%	-$38.1K	0.01%	961
2025 Q4	$390K	Buy	8,232 +307	+4%	+$14.6K	0.01%	905
2025 Q3	$377K	Buy	7,925 +3	+0%	+$141	0.01%	856
2025 Q2	$373K	Buy	7,922 +1,769	+29%	+$82.3K	0.01%	767
2025 Q1	$289K	Buy	6,153 +793	+15%	+$36.8K	0.01%	825
2024 Q4	$246K	Buy	+5,360	New	+$250K	0.01%	889

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

Perigon Wealth Management's UITB Position: Q2 2026 in Review

Perigon Wealth Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 9.2% in Q2 2026, buying an estimated $32.1K and bringing the position to 8,114 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1010.

Perigon Wealth Management first reported a position in UITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q4 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Perigon Wealth Management held 8,114 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $380K as of Q2 2026.
Perigon Wealth Management bought 686 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $32.1K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1010 holding.
Perigon Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Perigon Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $390K 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.