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 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

Creative Planning's UITB Position: Q1 2025 in Review

Creative Planning sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 9,082 shares — an estimated $417K sold.

Creative Planning first reported a position in UITB in Q2 2023 and held it in 7 quarters. The position peaked at $643K in Q2 2023. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

Creative Planning reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 9,082 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $417K.
Creative Planning first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2023 and held it in 7 quarters.
Creative Planning's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $643K in Q2 2023.
115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.