Sloy Dahl & Holst’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Sloy Dahl & Holst’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	$5.6M	Buy	119,637 +2,824	+2%	+$132K	0.69%	16
2026 Q1	$5.49M	Buy	116,813 +721	+0.6%	+$34.2K	0.75%	16
2025 Q4	$5.5M	Buy	116,092 +8,379	+8%	+$399K	0.66%	18
2025 Q3	$5.12M	Buy	107,713 +8,463	+9%	+$399K	0.54%	20
2025 Q2	$4.67M	Buy	99,250 +7,111	+8%	+$331K	0.65%	18
2025 Q1	$4.32M	Buy	92,139 +4,908	+6%	+$228K	0.76%	18
2024 Q4	$4.01M	Buy	87,231 +13,131	+18%	+$613K	0.51%	18
2024 Q3	$3.55M	Buy	74,100 +1,974	+3%	+$93.4K	0.61%	18
2024 Q2	$3.32M	Sell	72,126 -311	-0.4%	-$14.2K	0.7%	15
2024 Q1	$3.36M	Buy	72,437 +5,641	+8%	+$261K	0.79%	15
2023 Q4	$3.13M	Sell	66,796 -914	-1%	-$41.1K	0.64%	15
2023 Q3	$3.02M	Buy	+67,710	New	+$3.08M	0.66%	13

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

Sloy Dahl & Holst's UITB Position: Q2 2026 in Review

Sloy Dahl & Holst increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 2.4% in Q2 2026, buying an estimated $132K and bringing the position to 119,637 shares worth $5.6M. The position accounts for 0.69% of the portfolio, ranked #16.

Sloy Dahl & Holst first reported a position in UITB in Q3 2023 and has held it in 12 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Sloy Dahl & Holst held 119,637 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $5.6M as of Q2 2026.
Sloy Dahl & Holst bought 2,824 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $132K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.69% of Sloy Dahl & Holst's portfolio in Q2 2026, its #16 holding.
Sloy Dahl & Holst first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2023 and has held it in 12 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.