Raymond James Financial
UITB icon

Raymond James Financial’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Raymond James Financial’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 		$48.5M Sell
1,032,550
-131,109
-11% -$6.21M 0.02% 866
2025
Q4 		$55.1M Buy
1,163,659
+100,421
+9% +$4.78M 0.02% 772
2025
Q3 		$50.5M Buy
1,063,238
+69,663
+7% +$3.28M 0.02% 802
2025
Q2 		$46.8M Buy
993,575
+58,257
+6% +$2.71M 0.02% 800
2025
Q1 		$43.9M Buy
935,318
+152,158
+19% +$7.05M 0.02% 796
2024
Q4 		$36M Buy
+783,160
New +$36.6M 0.01% 921

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $445B AUM 25.58% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $30.1B AUM 30.03% 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 $3.31B AUM 32.95% 1-Year Est. Return

Raymond James Financial's UITB Position: Q1 2026 in Review

Raymond James Financial reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 11% in Q1 2026, selling an estimated $6.21M and leaving 1,032,550 shares worth $48.5M. The position accounts for 0.02% of the portfolio, ranked #866.

Raymond James Financial first reported a position in UITB in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.1M in Q4 2025. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

  • Raymond James Financial held 1,032,550 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $48.5M as of Q1 2026.
  • Raymond James Financial sold 131,109 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $6.21M.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #866 holding.
  • Raymond James Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $55.1M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.