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Private Portfolio Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Private Portfolio Partners’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
Q4 		$333K Sell
7,238
-526
-7% -$24.6K 0.06% 224
2024
Q3 		$372K Sell
7,764
-178
-2% -$8.42K 0.07% 195
2024
Q2 		$365K Buy
+7,942
New +$364K 0.3% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Portfolio Partners's UITB Position: Q4 2024 in Review

Private Portfolio Partners reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 6.8% in Q4 2024, selling an estimated $24.6K and leaving 7,238 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #224.

Private Portfolio Partners first reported a position in UITB in Q2 2024 and has held it in 3 quarters since. The position peaked at $372K in Q3 2024. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

  • Private Portfolio Partners held 7,238 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $333K as of Q4 2024.
  • Private Portfolio Partners sold 526 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $24.6K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #224 holding.
  • Private Portfolio Partners first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Private Portfolio Partners's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $372K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.