IAG Wealth Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

IAG Wealth Partners’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	–	Sell	-472	Closed	-$21.7K	–	532
2024 Q4	$21.7K	Hold	472	–	–	﹤0.01%	274
2024 Q3	$22.6K	Hold	472	–	–	﹤0.01%	268
2024 Q2	$21.7K	Hold	472	–	–	﹤0.01%	261
2024 Q1	$21.9K	Sell	472 -1,275	-73%	-$59.1K	﹤0.01%	231
2023 Q4	$82K	Sell	1,747 -77	-4%	-$3.46K	0.02%	121
2023 Q3	$81.2K	Sell	1,824 -330	-15%	-$15K	0.02%	114
2023 Q2	$99.2K	Hold	2,154	–	–	0.03%	117
2023 Q1	$101K	Sell	2,154 -507	-19%	-$23.5K	0.03%	103
2022 Q4	$121K	Buy	+2,661	New	+$121K	0.04%	90

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

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

IAG Wealth Partners's UITB Position: Q1 2025 in Review

IAG Wealth Partners sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 472 shares — an estimated $21.7K sold.

IAG Wealth Partners first reported a position in UITB in Q4 2022 and held it in 9 quarters. The position peaked at $121K in Q4 2022. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

IAG Wealth Partners reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
IAG Wealth Partners sold 472 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $21.7K.
IAG Wealth Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2022 and held it in 9 quarters.
IAG Wealth Partners's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $121K in Q4 2022.
115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.