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Sound Income Strategies’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Sound Income Strategies’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
-150
Closed -$6.89K – 1618
2024
Q4 		$6.89K Buy
+150
New +$7.01K ﹤0.01% 932

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 $2.92B AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $2.14B AUM 18.39% 1-Year Est. Return

Sound Income Strategies's UITB Position: Q1 2025 in Review

Sound Income Strategies sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 150 shares — an estimated $6.89K sold.

Sound Income Strategies first reported a position in UITB in Q4 2024 and held it in 1 quarter. The position peaked at $6.89K in Q4 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

  • Sound Income Strategies reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sound Income Strategies sold 150 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $6.89K.
  • Sound Income Strategies first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Sound Income Strategies's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $6.89K 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 Sound Income Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.