Corient Private Wealth
UITB icon

Corient Private Wealth’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Corient Private Wealth’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
2024
Q4 		– Sell
-11,073
Closed -$531K – 2544
2024
Q3 		$531K Sell
11,073
-309
-3% -$14.6K ﹤0.01% 1702
2024
Q2 		$528K Buy
11,382
+210
+2% +$9.62K ﹤0.01% 1609
2024
Q1 		$518K Buy
11,172
+343
+3% +$15.9K ﹤0.01% 1608
2023
Q4 		$508K Buy
+10,829
New +$487K ﹤0.01% 1601

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Corient Private Wealth's UITB Position: Q4 2024 in Review

Corient Private Wealth sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2024, closing a stake of 11,073 shares — an estimated $531K sold.

Corient Private Wealth first reported a position in UITB in Q4 2023 and held it in 4 quarters. The position peaked at $531K in Q3 2024. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

  • Corient Private Wealth reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 11,073 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $531K.
  • Corient Private Wealth first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Corient Private Wealth's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $531K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.