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Strategic Planning Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Strategic Planning 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
2025
Q3 		– Sell
-36,683
Closed -$1.73M – 87
2025
Q2 		$1.73M Buy
36,683
+2,440
+7% +$113K 0.28% 66
2025
Q1 		$1.61M Buy
34,243
+4,634
+16% +$215K 0.31% 69
2024
Q4 		$1.36M Buy
29,609
+6,653
+29% +$311K 0.25% 70
2024
Q3 		$1.1M Buy
22,956
+429
+2% +$20.3K 0.22% 70
2024
Q2 		$1.04M Buy
22,527
+1,047
+5% +$48K 0.23% 69
2024
Q1 		$996K Sell
21,480
-5,130
-19% -$238K 0.25% 91
2023
Q4 		$1.25M Buy
+26,610
New +$1.2M 0.41% 68

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return