Personal CFO Solutions’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Personal CFO Solutions’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	–	Sell	-8,781	Closed	-$413K	–	586
2026 Q1	$413K	Sell	8,781 -1,188	-12%	-$56.3K	0.06%	288
2025 Q4	$472K	Sell	9,969 -299	-3%	-$14.2K	0.08%	250
2025 Q3	$488K	Sell	10,268 -151	-1%	-$7.11K	0.09%	230
2025 Q2	$490K	Sell	10,419 -1,688	-14%	-$78.5K	0.09%	230
2025 Q1	$568K	Sell	12,107 -114,068	-90%	-$5.29M	0.12%	191
2024 Q4	$5.8M	Sell	126,175 -1,014	-0.8%	-$47.4K	1.14%	11
2024 Q3	$6.1M	Buy	127,189 +1,472	+1%	+$69.6K	0.85%	19
2024 Q2	$5.78M	Buy	125,717 +4,082	+3%	+$187K	0.89%	21
2024 Q1	$5.64M	Buy	+121,635	New	+$5.63M	0.88%	20

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

Personal CFO Solutions's UITB Position: Q2 2026 in Review

Personal CFO Solutions sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026, closing a stake of 8,781 shares — an estimated $413K sold.

Personal CFO Solutions first reported a position in UITB in Q1 2024 and held it in 9 quarters. The position peaked at $6.1M in Q3 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Personal CFO Solutions reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 8,781 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $413K.
Personal CFO Solutions first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and held it in 9 quarters.
Personal CFO Solutions's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $6.1M in Q3 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.