Corient Private Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,073
Closed -$531K – 2498
2024
Q3 		$531K Sell
11,073
-309
-3% -$14.8K ﹤0.01% 1677
2024
Q2 		$528K Buy
11,382
+210
+2% +$9.74K ﹤0.01% 1603
2024
Q1 		$518K Buy
11,172
+343
+3% +$15.9K ﹤0.01% 1603
2023
Q4 		$508K Buy
+10,829
New +$508K ﹤0.01% 1599