UBS Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

UBS Group’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	$15.6M	Buy	332,334 +11,333	+4%	+$531K	﹤0.01%	2947
2026 Q1	$15.1M	Buy	321,001 +162,067	+102%	+$7.68M	﹤0.01%	2892
2025 Q4	$7.53M	Buy	158,934 +27,356	+21%	+$1.3M	﹤0.01%	3598
2025 Q3	$6.25M	Buy	131,578 +23,210	+21%	+$1.09M	﹤0.01%	3804
2025 Q2	$5.1M	Buy	108,368 +7,550	+7%	+$351K	﹤0.01%	3858
2025 Q1	$4.73M	Sell	100,818 -6,893	-6%	-$320K	﹤0.01%	3834
2024 Q4	$4.95M	Buy	107,711 +33,645	+45%	+$1.57M	﹤0.01%	3860
2024 Q3	$3.55M	Buy	74,066 +8,455	+13%	+$400K	﹤0.01%	3415
2024 Q2	$3.02M	Buy	65,611 +13,798	+27%	+$632K	﹤0.01%	3343
2024 Q1	$2.4M	Buy	51,813 +23,460	+83%	+$1.09M	﹤0.01%	3760
2023 Q4	$1.33M	Buy	28,353 +3,344	+13%	+$150K	﹤0.01%	4237
2023 Q3	$1.11M	Buy	25,009 +22,607	+941%	+$1.03M	﹤0.01%	3974
2023 Q2	$111K	Buy	2,402 +1,843	+330%	+$85.6K	﹤0.01%	5923
2023 Q1	$26.1K	Buy	+559	New	+$25.9K	﹤0.01%	6889
2022 Q3	–	Sell	-1,538	Closed	-$73K	–	10948
2022 Q2	$73K	Buy	1,538 +154	+11%	+$7.37K	﹤0.01%	5655
2022 Q1	$69K	Buy	1,384 +597	+76%	+$30.6K	﹤0.01%	6188
2021 Q4	$42K	Sell	787 -102	-11%	-$5.43K	﹤0.01%	7076
2021 Q3	$48K	Sell	889 -4,038	-82%	-$218K	﹤0.01%	6372
2021 Q2	$265K	Buy	4,927 +2,611	+113%	+$139K	﹤0.01%	5159
2021 Q1	$122K	Sell	2,316 -1,224	-35%	-$65.8K	﹤0.01%	5811
2020 Q4	$193K	Buy	3,540 +1,788	+102%	+$97K	﹤0.01%	5258
2020 Q3	$95K	Buy	1,752 +1,264	+259%	+$68.7K	﹤0.01%	5219
2020 Q2	$26K	Sell	488 -507	-51%	-$26.7K	﹤0.01%	6382
2020 Q1	$51K	Buy	995 +855	+611%	+$44.8K	﹤0.01%	5815
2019 Q4	$7K	Buy	+140	New	+$7.29K	﹤0.01%	7465
2018 Q4	–	Sell	-62	Closed	-$3K	–	8306
2018 Q3	$3K	Sell	62 -1	-2%	-$49	﹤0.01%	7668
2018 Q2	$3K	Buy	+63	New	+$3.06K	﹤0.01%	7651

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

UBS Group's UITB Position: Q2 2026 in Review

UBS Group increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 3.5% in Q2 2026, buying an estimated $531K and bringing the position to 332,334 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

UBS Group first reported a position in UITB in Q2 2018 and has held it in 27 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

UBS Group held 332,334 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $15.6M as of Q2 2026.
UBS Group bought 11,333 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 ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2947 holding.
UBS Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2018 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.