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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACG

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

Mariner's UITB Position: Q1 2024 in Review

Mariner sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2024, closing a stake of 5,447 shares — an estimated $256K sold.

Mariner first reported a position in UITB in Q3 2022 and held it in 6 quarters. The position peaked at $590K in Q3 2023. 92 funds tracked by Wall St. Rank hold UITB as of Q1 2024.

Mariner reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2024 after selling out during the quarter.
Mariner sold 5,447 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2024, an estimated $256K.
Mariner first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2022 and held it in 6 quarters.
Mariner's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $590K in Q3 2023.
92 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2024.

Based on Mariner's 13F filing for Q1 2024, filed 15 May 2024.