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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Strategic Planning Group's UITB Position: Q3 2025 in Review

Strategic Planning Group sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2025, closing a stake of 36,683 shares — an estimated $1.73M sold.

Strategic Planning Group first reported a position in UITB in Q4 2023 and held it in 7 quarters. The position peaked at $1.73M in Q2 2025. 131 funds tracked by Wall St. Rank hold UITB as of Q3 2025.

Strategic Planning Group reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategic Planning Group sold 36,683 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2025, an estimated $1.73M.
Strategic Planning Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2023 and held it in 7 quarters.
Strategic Planning Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $1.73M in Q2 2025.
131 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2025.

Based on Strategic Planning Group's 13F filing for Q3 2025, filed 23 Oct 2025.