PVI
UITB icon

Pine Valley Investments’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Pine Valley Investments’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 		$31.1M Buy
664,602
+87,546
+15% +$4.1M 1.23% 16
2026
Q1 		$27.1M Buy
577,056
+41,638
+8% +$1.97M 1.24% 15
2025
Q4 		$25.4M Buy
535,418
+27,337
+5% +$1.3M 1.18% 17
2025
Q3 		$24.1M Buy
508,081
+44,282
+10% +$2.09M 1.18% 14
2025
Q2 		$21.8M Buy
463,799
+25,819
+6% +$1.2M 1.21% 10
2025
Q1 		$20.6M Buy
437,980
+158,982
+57% +$7.37M 1.24% 13
2024
Q4 		$12.8M Buy
278,998
+129,887
+87% +$6.07M 0.77% 28
2024
Q3 		$7.15M Buy
149,111
+40,296
+37% +$1.91M 0.43% 51
2024
Q2 		$5.01M Buy
108,815
+33,288
+44% +$1.52M 0.33% 70
2024
Q1 		$3.5M Buy
+75,527
New +$3.5M 0.24% 97

Other funds holding UITB

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
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
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.86B AUM 28.26% 1-Year Est. Return

Pine Valley Investments's UITB Position: Q2 2026 in Review

Pine Valley Investments increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 15% in Q2 2026, buying an estimated $4.1M and bringing the position to 664,602 shares worth $31.1M. The position accounts for 1.23% of the portfolio, ranked #16.

Pine Valley Investments first reported a position in UITB in Q1 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Pine Valley Investments held 664,602 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $31.1M as of Q2 2026.
  • Pine Valley Investments bought 87,546 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $4.1M.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 1.23% of Pine Valley Investments's portfolio in Q2 2026, its #16 holding.
  • Pine Valley Investments first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 73 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.