Carson Wealth (CWM LLC)’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Carson Wealth (CWM LLC)’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
2025 Q1	–	Sell	-11,281	Closed	-$518K	–	5211
2024 Q4	$518K	Buy	+11,281	New	+$527K	﹤0.01%	1363
2024 Q1	–	Sell	-722	Closed	-$34K	–	4765
2023 Q4	$34K	Buy	+722	New	+$32.5K	﹤0.01%	2424
2022 Q4	–	Sell	-168	Closed	-$8K	–	4260
2022 Q3	$8K	Buy	+168	New	+$7.9K	﹤0.01%	2858

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UITB Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 11,281 shares — an estimated $518K sold.

Carson Wealth (CWM LLC) first reported a position in UITB in Q3 2022 and held it in 3 quarters. The position peaked at $518K in Q4 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

Carson Wealth (CWM LLC) reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 11,281 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $518K.
Carson Wealth (CWM LLC) first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2022 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $518K in Q4 2024.
115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.