GLR
UITB icon

Great Lakes Retirement’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Great Lakes Retirement’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
-53
Closed -$2.46K – 626
2024
Q2 		$2.46K Buy
+53
New +$2.43K ﹤0.01% 591

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
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
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
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Great Lakes Retirement's UITB Position: Q3 2024 in Review

Great Lakes Retirement sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2024, closing a stake of 53 shares — an estimated $2.46K sold.

Great Lakes Retirement first reported a position in UITB in Q2 2024 and held it in 1 quarter. The position peaked at $2.46K in Q2 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

  • Great Lakes Retirement reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 53 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $2.46K.
  • Great Lakes Retirement first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $2.46K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.