Creative Planning
UITB icon

Creative Planning’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Creative Planning’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
-9,082
Closed -$417K – 3729
2024
Q4 		$417K Buy
9,082
+4,275
+89% +$200K ﹤0.01% 2394
2024
Q3 		$230K Sell
4,807
-613
-11% -$29K ﹤0.01% 2733
2024
Q2 		$249K Buy
5,420
+441
+9% +$20.2K ﹤0.01% 2507
2024
Q1 		$231K Sell
4,979
-1,202
-19% -$55.7K ﹤0.01% 2461
2023
Q4 		$290K Sell
6,181
-666
-10% -$30K ﹤0.01% 2108
2023
Q3 		$305K Sell
6,847
-7,112
-51% -$323K ﹤0.01% 1929
2023
Q2 		$643K Buy
+13,959
New +$648K ﹤0.01% 1401

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 $2.6B AUM 18.62% 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 $1.12B AUM 13.85% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return