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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments's UITB Position: Q3 2024 in Review

Fidelity Investments sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2024, closing a stake of 1 share — an estimated $46 sold.

Fidelity Investments first reported a position in UITB in Q4 2018 and held it in 8 quarters. The position peaked at $4.65K in Q2 2023. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

Fidelity Investments reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
Fidelity Investments sold 1 Victory Portfolios II VictoryShares Core Intermediate Bond ETF share in Q3 2024, an estimated $46.
Fidelity Investments first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2018 and held it in 8 quarters.
Fidelity Investments's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $4.65K in Q2 2023.
115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.