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Wealth Advisory Team’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Wealth Advisory Team’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 		$5.78M Buy
+123,467
New +$5.78M 4.7% 8
2025
Q4 		$5.99M Buy
+126,388
New +$6.01M 5.29% 8
2025
Q2 		$6.03M Buy
+128,176
New +$5.96M 5.64% 8

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Wealth Advisory Team's UITB Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026: 123,467 shares worth $5.78M. The stake represents 4.7% of the portfolio and ranks #8 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in UITB as recently as Q4 2025.

Wealth Advisory Team first reported a position in UITB in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.03M in Q2 2025. 94 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Wealth Advisory Team held 123,467 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $5.78M as of Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF was a new Wealth Advisory Team position in Q2 2026.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 4.7% of Wealth Advisory Team's portfolio in Q2 2026, its #8 holding.
  • Wealth Advisory Team first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Wealth Advisory Team's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $6.03M in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.