RA
UITB icon

Riversedge Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Riversedge Advisors’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
-695,989
Closed -$32M – 122
2024
Q4 		$32M Buy
695,989
+30,603
+5% +$1.43M 7.23% 2
2024
Q3 		$31.9M Buy
665,386
+122,109
+22% +$5.78M 7.23% 2
2024
Q2 		$25M Sell
543,277
-82,072
-13% -$3.76M 6.1% 5
2024
Q1 		$29M Buy
625,349
+146,488
+31% +$6.79M 7.15% 3
2023
Q4 		$22.5M Buy
+478,861
New +$21.6M 6.15% 5

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Riversedge Advisors's UITB Position: Q1 2025 in Review

Riversedge Advisors sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 695,989 shares — an estimated $32M sold.

Riversedge Advisors first reported a position in UITB in Q4 2023 and held it in 5 quarters. The position peaked at $32M in Q4 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

  • Riversedge Advisors reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Riversedge Advisors sold 695,989 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $32M.
  • Riversedge Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and held it in 5 quarters.
  • Riversedge Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $32M in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Riversedge Advisors's 13F filing for Q1 2025, filed 1 May 2025.