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Morton Brown Family Wealth’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-642
Closed -$29.9K – 278
2024
Q2 		$29.9K Buy
+642
New +$29.4K 0.01% 112

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $2.6B AUM 18.62% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morton Brown Family Wealth's UITB Position: Q3 2024 in Review

Morton Brown Family Wealth sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2024, closing a stake of 642 shares — an estimated $29.9K sold.

Morton Brown Family Wealth first reported a position in UITB in Q2 2024 and held it in 1 quarter. The position peaked at $29.9K in Q2 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

  • Morton Brown Family Wealth reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 642 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $29.9K.
  • Morton Brown Family Wealth first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Morton Brown Family Wealth's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $29.9K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on Morton Brown Family Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.