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Horan Capital Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Horan Capital Advisors’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
2025
Q1 		$15.9M Buy
339,420
+4,189
+1% +$194K 5.37% 3
2024
Q4 		$15.4M Buy
335,231
+122,584
+58% +$5.73M 5.19% 3
2024
Q3 		$10.2M Buy
212,647
+11,095
+6% +$525K 3.39% 5
2024
Q2 		$9.27M Buy
201,552
+3,111
+2% +$143K 3.26% 7
2024
Q1 		$9.2M Buy
+198,441
New +$9.19M 3.27% 4

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 $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 $1.24B AUM 2.91% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Horan Capital Advisors's UITB Position: Q1 2025 in Review

Horan Capital Advisors increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 1.2% in Q1 2025, buying an estimated $194K and bringing the position to 339,420 shares worth $15.9M. The position accounts for 5.37% of the portfolio, ranked #3.

Horan Capital Advisors first reported a position in UITB in Q1 2024 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

  • Horan Capital Advisors held 339,420 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $15.9M as of Q1 2025.
  • Horan Capital Advisors bought 4,189 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $194K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 5.37% of Horan Capital Advisors's portfolio in Q1 2025, its #3 holding.
  • Horan Capital Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.