Fidelity Investments

Fidelity Investments’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-1	Closed	-$46	–	5737
2024 Q2	$46	Buy	+1	New	+$46	﹤0.01%	5071
2023 Q3	–	Sell	-101	Closed	-$4.65K	–	5524
2023 Q2	$4.65K	Buy	+101	New	+$4.69K	﹤0.01%	4382
2020 Q2	–	Sell	-2	Closed	–	–	4183
2020 Q1	$0	Hold	2	–	–	﹤0.01%	4276
2019 Q4	$0	Sell	2 -1	-33%	-$52	﹤0.01%	4279
2019 Q3	$0	Hold	3	–	–	﹤0.01%	4239
2019 Q2	$0	Buy	3 +2	+200%	+$100	﹤0.01%	4188
2019 Q1	$0	Hold	1	–	–	﹤0.01%	4221
2018 Q4	$0	Buy	+1	New	+$48	﹤0.01%	4176

Other funds holding UITB

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $618M AUM 19.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return