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 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

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

Toth Financial Advisory's UITB Position: Q2 2026 in Review

Toth Financial Advisory increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 5.8% in Q2 2026, buying an estimated $531K and bringing the position to 207,262 shares worth $9.71M. The position accounts for 0.95% of the portfolio, ranked #36.

Toth Financial Advisory first reported a position in UITB in Q4 2019 and has held it in 27 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Toth Financial Advisory held 207,262 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $9.71M as of Q2 2026.
Toth Financial Advisory bought 11,343 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $531K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.95% of Toth Financial Advisory's portfolio in Q2 2026, its #36 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 27 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.