MWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,889
Closed -$225K – 663
2024
Q4 		$225K Hold
4,889
– – 0.01% 575
2024
Q3 		$234K Buy
+4,889
New +$234K 0.01% 570