Sargent Investment Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Sargent Investment Group’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	$19M	Buy	405,609 +344	+0.1%	+$16.1K	2.28%	7
2026 Q1	$19.1M	Buy	405,265 +3,083	+0.8%	+$146K	2.51%	6
2025 Q4	$19M	Buy	402,182 +25,207	+7%	+$1.2M	2.39%	6
2025 Q3	$17.9M	Buy	376,975 +33,822	+10%	+$1.59M	2.55%	7
2025 Q2	$16.2M	Buy	343,153 +6,713	+2%	+$312K	2.18%	9
2025 Q1	$15.8M	Buy	336,440 +64,554	+24%	+$2.99M	2.52%	7
2024 Q4	$12.3M	Buy	271,886 +135,165	+99%	+$6.31M	2.02%	14
2024 Q3	$6.55M	Sell	136,721 -26,536	-16%	-$1.26M	1.18%	21
2024 Q2	$7.51M	Buy	163,257 +5,951	+4%	+$273K	1.53%	20
2024 Q1	$7.3M	Buy	+157,306	New	+$7.29M	1.6%	17

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

Sargent Investment Group's UITB Position: Q2 2026 in Review

Sargent Investment Group increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.08% in Q2 2026, buying an estimated $16.1K and bringing the position to 405,609 shares worth $19M. The position accounts for 2.28% of the portfolio, ranked #7.

Sargent Investment Group first reported a position in UITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.1M in Q1 2026. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Sargent Investment Group held 405,609 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $19M as of Q2 2026.
Sargent Investment Group bought 344 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $16.1K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 2.28% of Sargent Investment Group's portfolio in Q2 2026, its #7 holding.
Sargent Investment Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sargent Investment Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $19.1M in Q1 2026.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.