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Toth Financial Advisory’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Toth Financial Advisory’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
Q3 		$9.57M Buy
214,357
+7,095
+3% +$326K 0.96% 33
2026
Q2 		$9.71M Buy
207,262
+11,343
+6% +$531K 0.95% 36
2026
Q1 		$9.21M Buy
195,919
+14,764
+8% +$700K 1.01% 36
2025
Q4 		$8.58M Buy
181,155
+20,127
+12% +$958K 0.93% 39
2025
Q3 		$7.65M Buy
161,028
+9,544
+6% +$449K 0.83% 44
2025
Q2 		$7.13M Buy
151,484
+1,452
+1% +$67.5K 0.83% 44
2025
Q1 		$7.04M Buy
150,032
+16,118
+12% +$747K 0.85% 42
2024
Q4 		$6.15M Buy
133,914
+26,667
+25% +$1.25M 0.72% 50
2024
Q3 		$5.14M Buy
107,247
+13,775
+15% +$652K 0.61% 59
2024
Q2 		$4.3M Buy
93,472
+8,794
+10% +$403K 0.55% 68
2024
Q1 		$3.93M Buy
84,678
+22,303
+36% +$1.03M 0.49% 70
2023
Q4 		$2.93M Buy
62,375
+22,980
+58% +$1.03M 0.4% 78
2023
Q3 		$1.75M Buy
39,395
+6,379
+19% +$290K 0.27% 95
2023
Q2 		$1.52M Buy
33,016
+5,107
+18% +$237K 0.22% 103
2023
Q1 		$1.3M Buy
27,909
+8,361
+43% +$387K 0.2% 101
2022
Q4 		$889K Buy
19,548
+6,004
+44% +$272K 0.14% 112
2022
Q3 		$609K Sell
13,544
-9,454
-41% -$445K 0.11% 124
2022
Q2 		$1.09M Sell
22,998
-13,445
-37% -$644K 0.19% 100
2022
Q1 		$1.81M Sell
36,443
-31,120
-46% -$1.59M 0.27% 90
2021
Q4 		$3.58M Sell
67,563
-6,779
-9% -$361K 0.49% 68
2021
Q3 		$3.98M Buy
74,342
+1,882
+3% +$102K 0.61% 58
2021
Q2 		$3.9M Sell
72,460
-4,393
-6% -$234K 0.59% 57
2021
Q1 		$4.06M Buy
76,853
+3,433
+5% +$185K 0.65% 55
2020
Q4 		$4M Buy
73,420
+6,015
+9% +$326K 0.69% 51
2020
Q3 		$3.65M Buy
67,405
+16,038
+31% +$872K 0.7% 51
2020
Q2 		$2.77M Buy
51,367
+12,564
+32% +$661K 0.6% 57
2020
Q1 		$1.97M Buy
38,803
+28,774
+287% +$1.51M 0.57% 59
2019
Q4 		$521K Buy
+10,029
New +$522K 0.11% 129

Other funds holding UITB

AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Toth Financial Advisory's UITB Position: Q3 2026 in Review

Toth Financial Advisory increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 3.4% in Q3 2026, buying an estimated $326K and bringing the position to 214,357 shares worth $9.57M. The position accounts for 0.96% of the portfolio, ranked #33.

Toth Financial Advisory first reported a position in UITB in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.71M in Q2 2026. 15 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

  • Toth Financial Advisory held 214,357 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $9.57M as of Q3 2026.
  • Toth Financial Advisory bought 7,095 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $326K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.96% of Toth Financial Advisory's portfolio in Q3 2026, its #33 holding.
  • Toth Financial Advisory first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Toth Financial Advisory's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $9.71M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.