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Concourse Financial Group Securities’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Concourse Financial Group Securities’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
-32,162
Closed -$1.48M – 1931
2024
Q4 		$1.48M Sell
32,162
-867
-3% -$40.5K 0.08% 242
2024
Q3 		$1.58M Buy
33,029
+8,776
+36% +$415K 0.09% 211
2024
Q2 		$1.12M Buy
24,253
+128
+0.5% +$5.86K 0.07% 264
2024
Q1 		$1.12M Sell
24,125
-595
-2% -$27.6K 0.07% 269
2023
Q4 		$1.16M Buy
24,720
+23,453
+1,851% +$1.06M 0.08% 257
2023
Q3 		$56.4K Buy
+1,267
New +$57.6K ﹤0.01% 1037

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Concourse Financial Group Securities's UITB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 32,162 shares — an estimated $1.48M sold.

Concourse Financial Group Securities first reported a position in UITB in Q3 2023 and held it in 6 quarters. The position peaked at $1.58M in Q3 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 32,162 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $1.48M.
  • Concourse Financial Group Securities first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $1.58M in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.