Householder Group Estate & Retirement Specialist’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Householder Group Estate & Retirement Specialist’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	-210	Closed	-$10K	–	1177
2024 Q3	$10K	Hold	210	–	–	﹤0.01%	823
2024 Q2	$9K	Hold	210	–	–	﹤0.01%	844
2024 Q1	$9.74K	Hold	210	–	–	﹤0.01%	817
2023 Q4	$9K	Hold	210	–	–	﹤0.01%	798
2023 Q3	$9.35K	Buy	+210	New	+$9.54K	﹤0.01%	807

Other funds holding UITB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UITB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2024, closing a stake of 210 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in UITB in Q3 2023 and held it in 5 quarters. The position peaked at $10K in Q3 2024. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 210 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $10K.
Householder Group Estate & Retirement Specialist first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $10K in Q3 2024.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.