Principal Securities’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-908	Closed	-$43.1K	–	3379
2025 Q3	$43.1K	Buy	+908	New	+$42.8K	﹤0.01%	2018
2025 Q2	–	Sell	-24	Closed	-$1.1K	–	3886
2025 Q1	$1.1K	Hold	24	–	–	﹤0.01%	3185
2024 Q4	$1.1K	Buy	+24	New	+$1.12K	﹤0.01%	3178

Other funds holding UITB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's UITB Position: Q4 2025 in Review

Principal Securities sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2025, closing a stake of 908 shares — an estimated $43.1K sold.

Principal Securities first reported a position in UITB in Q4 2024 and held it in 3 quarters. The position peaked at $43.1K in Q3 2025. 145 funds tracked by Wall St. Rank hold UITB as of Q4 2025.

Principal Securities reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 908 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2025, an estimated $43.1K.
Principal Securities first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and held it in 3 quarters.
Principal Securities's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $43.1K in Q3 2025.
145 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.