Mariner

Mariner’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Mariner’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 Q1	–	Sell	-5,447	Closed	-$256K	–	3242
2023 Q4	$256K	Sell	5,447 -7,805	-59%	-$351K	﹤0.01%	2484
2023 Q3	$590K	Buy	13,252 +6,424	+94%	+$292K	﹤0.01%	1669
2023 Q2	$314K	Buy	6,828 +1,123	+20%	+$52.1K	﹤0.01%	2080
2023 Q1	$266K	Sell	5,705 -1,134	-17%	-$52.5K	﹤0.01%	2163
2022 Q4	$311K	Sell	6,839 -1,010	-13%	-$45.7K	﹤0.01%	2005
2022 Q3	$353K	Buy	+7,849	New	+$369K	﹤0.01%	1655

Other funds holding UITB

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $618M AUM 19.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return