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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
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return