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	$10.8M	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 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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Heartland Consultants's UITB Position: Q4 2024 in Review

First Heartland Consultants sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2024, closing a stake of 4,605 shares — an estimated $221K sold.

First Heartland Consultants first reported a position in UITB in Q2 2023 and held it in 5 quarters. The position peaked at $12.6M in Q1 2024. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

First Heartland Consultants reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 4,605 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $221K.
First Heartland Consultants first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2023 and held it in 5 quarters.
First Heartland Consultants's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $12.6M in Q1 2024.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.