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

SpiderRock 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
2024
Q3 		$974K Buy
20,330
+3,150
+18% +$149K 0.02% 480
2024
Q2 		$790K Buy
17,180
+125
+0.7% +$5.73K 0.02% 456
2024
Q1 		$783K Buy
+17,055
New +$790K 0.02% 435

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 $2.92B AUM 23.85% 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

SpiderRock Advisors's UITB Position: Q3 2024 in Review

SpiderRock Advisors increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 18% in Q3 2024, buying an estimated $149K and bringing the position to 20,330 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #480.

SpiderRock Advisors first reported a position in UITB in Q1 2024 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

  • SpiderRock Advisors held 20,330 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $974K as of Q3 2024.
  • SpiderRock Advisors bought 3,150 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $149K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #480 holding.
  • SpiderRock Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.