FHC
UITB icon

First Heartland Consultants’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

First Heartland Consultants’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
Q4 		– Sell
-4,605
Closed -$221K – 508
2024
Q3 		$221K Sell
4,605
-229,545
-98% -$10.9M 0.02% 410
2024
Q2 		$10.8K Sell
234,150
-37,462
-14% -$1.72M 0.75% 26
2024
Q1 		$12.6M Buy
+271,612
New +$12.6M 1.31% 17
2023
Q4 		– Sell
-121,581
Closed -$5.42M – 386
2023
Q3 		$5.42M Buy
121,581
+48,459
+66% +$2.2M 0.68% 39
2023
Q2 		$3.37M Buy
+73,122
New +$3.4M 0.44% 61

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 $2.59B AUM 18.62% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return