Mission Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Mission Wealth Management’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	-4,889	Closed	-$225K	–	715
2024 Q4	$225K	Hold	4,889	–	–	0.01%	601
2024 Q3	$234K	Buy	+4,889	New	+$231K	0.01%	595

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

Mission Wealth Management's UITB Position: Q1 2025 in Review

Mission Wealth Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 4,889 shares — an estimated $225K sold.

Mission Wealth Management first reported a position in UITB in Q3 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

Mission Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
Mission Wealth Management sold 4,889 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $225K.
Mission Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2024 and held it in 2 quarters.
Mission Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $234K in Q3 2024.
115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Mission Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.