Stewardship Concepts Financial Services’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Stewardship Concepts Financial Services’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	$3.88M	Buy	82,891 +9,214	+13%	+$432K	2.61%	16
2026 Q1	$3.46M	Buy	73,677 +15,704	+27%	+$744K	2.71%	14
2025 Q4	$2.75M	Buy	+57,973	New	+$2.76M	2.32%	18

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

Stewardship Concepts Financial Services's UITB Position: Q2 2026 in Review

Stewardship Concepts Financial Services increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 13% in Q2 2026, buying an estimated $432K and bringing the position to 82,891 shares worth $3.88M. The position accounts for 2.61% of the portfolio, ranked #16.

Stewardship Concepts Financial Services first reported a position in UITB in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Stewardship Concepts Financial Services held 82,891 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $3.88M as of Q2 2026.
Stewardship Concepts Financial Services bought 9,214 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $432K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 2.61% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #16 holding.
Stewardship Concepts Financial Services first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.