Planning Directions’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Planning Directions’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	$14.2M	Buy	303,886 +5,195	+2%	+$243K	6.59%	5
2026 Q1	$14M	Buy	298,691 +17,867	+6%	+$847K	7.11%	4
2025 Q4	$13.3M	Buy	280,824 +39,451	+16%	+$1.88M	6.7%	4
2025 Q3	$11.5M	Buy	241,373 +14,032	+6%	+$661K	5.99%	4
2025 Q2	$10.7M	Sell	227,341 -1,482	-0.6%	-$68.9K	6.02%	4
2025 Q1	$10.7M	Buy	228,823 +11,828	+5%	+$548K	4.59%	4
2024 Q4	$9.97M	Buy	216,995 +49,673	+30%	+$2.32M	5.79%	5
2024 Q3	$8.02M	Buy	167,322 +134,911	+416%	+$6.38M	4.78%	5
2024 Q2	$1.49M	Buy	+32,411	New	+$1.48M	1.02%	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

Planning Directions's UITB Position: Q2 2026 in Review

Planning Directions increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.7% in Q2 2026, buying an estimated $243K and bringing the position to 303,886 shares worth $14.2M. The position accounts for 6.59% of the portfolio, ranked #5.

Planning Directions first reported a position in UITB in Q2 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Planning Directions held 303,886 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $14.2M as of Q2 2026.
Planning Directions bought 5,195 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $243K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 6.59% of Planning Directions's portfolio in Q2 2026, its #5 holding.
Planning Directions first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 9 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.