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

Sigma Planning Corp’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	$352K	Sell	7,518 -3,990	-35%	-$187K	0.01%	1066
2026 Q1	$541K	Buy	11,508 +1	+0%	+$47	0.02%	791
2025 Q4	$545K	Sell	11,507 -1,278	-10%	-$60.8K	0.02%	764
2025 Q3	$608K	Sell	12,785 -4,260	-25%	-$201K	0.02%	730
2025 Q2	$802K	Buy	17,045 +751	+5%	+$34.9K	0.02%	578
2025 Q1	$765K	Sell	16,294 -3,553	-18%	-$165K	0.02%	573
2024 Q4	$912K	Buy	19,847 +5,103	+35%	+$238K	0.03%	521
2024 Q3	$707K	Buy	14,744 +1,684	+13%	+$79.7K	0.02%	617
2024 Q2	$601K	Buy	13,060 +2,505	+24%	+$115K	0.02%	654
2024 Q1	$490K	Buy	+10,555	New	+$489K	0.02%	771
2023 Q4	–	Sell	-8,067	Closed	-$359K	–	1156
2023 Q3	$359K	Buy	8,067 +62	+0.8%	+$2.82K	0.01%	850
2023 Q2	$369K	Buy	8,005 +61	+0.8%	+$2.83K	0.01%	858
2023 Q1	$371K	Buy	7,944 +39	+0.5%	+$1.81K	0.01%	931
2022 Q4	$360K	Buy	+7,905	New	+$358K	0.01%	891

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

Sigma Planning Corp's UITB Position: Q2 2026 in Review

Sigma Planning Corp reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 35% in Q2 2026, selling an estimated $187K and leaving 7,518 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #1066.

Sigma Planning Corp first reported a position in UITB in Q4 2022 and has held it in 14 quarters since. The position peaked at $912K in Q4 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Sigma Planning Corp held 7,518 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $352K as of Q2 2026.
Sigma Planning Corp sold 3,990 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $187K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1066 holding.
Sigma Planning Corp first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Sigma Planning Corp's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $912K in Q4 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.