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Sonora Investment Management Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Sonora Investment Management Group’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
Q1 		– Sell
-16,365
Closed -$768K – 296
2023
Q4 		$768K Buy
+16,365
New +$736K 0.06% 143

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
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $2.92B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Sonora Investment Management Group's UITB Position: Q1 2024 in Review

Sonora Investment Management Group sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2024, closing a stake of 16,365 shares — an estimated $768K sold.

Sonora Investment Management Group first reported a position in UITB in Q4 2023 and held it in 1 quarter. The position peaked at $768K in Q4 2023. 92 funds tracked by Wall St. Rank hold UITB as of Q1 2024.

  • Sonora Investment Management Group reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 16,365 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2024, an estimated $768K.
  • Sonora Investment Management Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Sonora Investment Management Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $768K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2024.

Based on Sonora Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.